171 Checkbook Control Retirement Plan with Bernard Reisz, CPA

Frederick Advice Givers | Interview Frederick's Brightest Minds | Eric Verdi

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Bernard Reisz, CPA, through ReSure LLC, empowers individuals to optimize their finances using proactive and innovative strategies. He provides an integrated approach to tax and financial planning for real estate pros, focusing on their unique profiles and opportunities.

Bernard is the founder of 401kCheckbook.com which gives investors direct control of their tax-sheltered funds for real estate equity and debt opportunities using CheckbookQRPs, IRAs, Solo 401(k)s, and Checkbook Life Insurance. He is also the founder of AgentFinancial.com, which provides tax and financial services to real estate professionals, including real estate agents and mortgage brokers.

Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.

More From 401k Checkbook

We craft retirement plans that enhance your current and future finances,
while giving you complete control over investment selection.

– See more at: iTunes

LINKS AND RESOURCES FROM THIS EPISODE:

Checkbook Website

Checkbook Facebook

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