JP Ruiz

At SEPira(k), we're pioneering the future of retirement planning with our innovative and self-administered recordkeeping platform, tailor-made for solo entrepreneurs, freelancers, and small businesses. With over a century of combined experience in retirement plan consulting and technology solutions, we're on a mission to navigate individuals through the intricate world of retirement plans and IRS compliance. Specialties: Self-Directed Solo 401(k) Plans Retirement Plan Consulting Compliance & Recordkeeping Tools Alternative Investment Options Tax-Advantaged Retirement Solutions Our Offering: We provide a low-cost, flexible solution, giving access to a diverse range of investments including mutual funds, real estate, private placements, and more. From plan establishment to ongoing maintenance, our platform is accessible to all, ensuring tax-efficient wealth building. Values: Security: Safeguarding your data and investments Education: Empowering through knowledge Integrity: Upholding transparency and honesty Service: Prioritizing your needs Pioneering: Leading in innovation Fun: Cultivating a joyful experience Target Audience: Direct to Consumer: Individual businesses, sole proprietors Resellers: RIAs, CFPs, and Investment Advisors White Label: Trust Companies, Banks, Credit Unions 🔗 Connect with us to explore our transformative solutions and start your journey to tax-efficient retirement planning!