Asset Exchange Strategies
About Asset Exchange Strategies
At Asset Exchange Strategies, we help people realize their financial potential through self directed wealth building strategies.
We train Franchisees to be financial counselors who educate clients about investment options, products and services. Specifically, we stress the benefits available through Self-Directed IRAs and Self-Directed 401(k)s, as allowed in the tax code. More options may include real estate, tax liens and private notes. Tax recovery and wealth strategies also play an important role.
Asset Exchange Strategies clients, typically entrepreneurs, executives and business owners, enjoy the ability to use retirement funds to as investment assets. As an expert adviser, you help clients strategize their investments.
We offer two franchise options Metropolitan and Micropolitan depending on the population of your exclusive territory. In addition, we offer initial and ongoing training, as well as, substantial support to get you going and help you succeed. Be your own boss and enjoy the benefits of owning your own business.