"Thank you for helping me unlock a large portion of the funds I hadn't even considered. I didn't like the limitations on the funds in my 401(k), and now I can invest the way I want."
— Joe Cantu
"We were able to move 90% of our 401(k) to a Self-Directed Health Account from which we were able to provide our daughter with the special therapy she needs. Henry was very knowledgeable, professional and kind. Any words of gratitude for his services are inadequate."
— The Palcers