SenseFinancial.com
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SenseFinancial.com Channel Description Snapshot
Channel Description
Sense Financial Services LLC is a boutique financial firm specializing in self-directed retirement accounts with checkbook control. The Solo 401k and Checkbook IRA are viable solutions that allow investment into virtually any asset, providing “checkbook control” over a client’s retirement account and minimize or eliminate custodian fees.
Our Core Values
1. Integrity - Doing the right thing isn’t optional for us. We are not interested in cutting corners or bending the rules. We believe that integrity is always in the best interest of our clients.
2. Individualized service - We are committed to acting in our clients’ best interest. This begins with understanding each client’s background, situation, questions, and goals. Our clients are important to us, and we understand that each client’s situation is different.
3. Intelligent Processes - We are committed to working efficiently and effectively. We are continuously improving our processes, and client feedback is welcome and valued.
Our Core Values
1. Integrity - Doing the right thing isn’t optional for us. We are not interested in cutting corners or bending the rules. We believe that integrity is always in the best interest of our clients.
2. Individualized service - We are committed to acting in our clients’ best interest. This begins with understanding each client’s background, situation, questions, and goals. Our clients are important to us, and we understand that each client’s situation is different.
3. Intelligent Processes - We are committed to working efficiently and effectively. We are continuously improving our processes, and client feedback is welcome and valued.
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