PGI SelfDirected Email Format
Financial ServicesArizona, United States2-10 Employees
PGI SelfDirected operates in the financial services sector, focusing on retirement planning structures that empower individuals to manage their own self-directed IRA or 401(k) accounts. These plans allow asset classes beyond conventional options, with real estate commonly used, giving investors the latitude to choose how their retirement assets are invested. While establishing such plans, they must comply with IRS and DOL rules, and clients retain direct control over investments to act as they see fit within those regulations. The company acts as a facilitator rather than a provider of tax, legal, financial, or investment advice, establishing the self-directed plans that enable client-directed investing. Based in Chandler, Arizona, the firm operates as a small team within the financial services industry, serving individuals seeking greater flexibility in their retirement portfolios.