About Asset Exchange Strategies

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If You have any questions about our products and services please fill out the box below to get a free information pack and to have one of our Advisors call you within a 24 hour period.

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Asset Exchange Strategies is located near Austin, TX. We are a group of financial professionals whose purpose is to educate individuals about the benefits of Self-Directed IRAs available to them in the tax code. It is our mission to provide you with the tools and knowledge to use those tax dollars to create wealth for you and your family and for generations to come if desired. Asset Exchange Strategies has benefit of the expertise, of tax attorneys, CPAs, Realtors and other financial experts to find the appropriate methodology and tools.

Asset Exchange Strategies, advises individuals on how to invest in non-traditional assets (real estate, businesses, notes, etc.) with their IRAs to obtain greater control over investment options while earning tax favorable income. Asset Exchange Strategies offers complete support, advice and reporting for non-traditional investments.

Similar to a traditional financial advisor, Asset Exchange Strategies works with investors to assess their unique objectives, risk tolerance and other factors, educate them on options and institute a program that allows them to select from a much greater breadth of investment choices. Using its knowledge of industry regulations, Asset Exchange Strategies is able to provide lower fees and greatly expanded investment options. They also enable investors to have greater control over self-directed IRA investment transactions and reduce investor risks and liability through the protection of a Self-Directed IRA LLC. Asset Exchange Strategies’s clients have invested in non-traditional assets as diverse as: homes, horses, natural gas technologies, bridge loans, currency exchange, marinas, motels and numerous other options.

Our specific area of expertise is in the alternative investment options for retirement products such as self directed IRA, SEPs, Simple IRAs and 401(k). Meet the founder of Asset Exchange Strategies, and our Senior Self-Directed IRA Advisor.