November 30, 2017
Our Featured Client of the month, Lloyd is a retired banker, currently a landlord and real estate investor. Lloyd started investing in real estate because he wanted control over his investment decisions and felt that real estate was a hard, tangible asset that would accomplish what he wanted. Not to mention, a less risky choice than many other investments. Lloyd first got serious about a self-directed IRA after he heard Glen Mather, the CEO of NuView Trust make a presentation at a Jacksonville Real Estate Investor’s Association meeting. Lloyd says he knew previously about self-directing through IRAs but had not seriously considered investing through an IRA until hearing the presentation and finally started looking into it.