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Looking back to 2005, it’s hard to believe that a college internship expo would be one of the most pivotal moments in my career.  Like every other young and eager college student at the event, I stood in long lines at all the “brand” name firms just to hand over a resume, while ignoring the scores of small businesses scattered throughout the room.  I don’t know if it was curiosity or empathy that caused me to walk up to the lineless booth with a simple, pull up banner that read “Buy Real Estate in Your IRA,” but I’m glad I did.  I was fortunate to have a handful of interviews after the expo, but it was the company with the simple pull up banner that stood out from the rest. 

Longtime NuView client, Richard, currently resides with his wife, Dolores, in Stuart, Florida, where he works as a professional real estate investor. Since getting his start with NuView in 2006, Richard has been able to directly invest his hard-earned retirement funds in what he knows best – the real estate market.

Tom M., originally from Long Island, NY, has claimed Lake Mary, FL as his home since 2007. He has become a professional real estate investor where he serves his Central Florida clients in home buying and investing in the housing market.

Like many others, Tom was previously investing in traditional stocks, bonds and mutual funds. While his investments were still being managed, Tom was not satisfied with the results. After rolling over his 401K from a previous employer, investing it, and then watching all of his investments fall flat, he knew there had to be a more effective way to invest. Tom was unaware of the opportunities a self-directed IRA could open up for him.

“I think there’s a huge awareness problem in self-direction. If people were to just look into it further, it would sell itself. I remember hearing about self-directed IRAs in general and wanting to learn more, but it took a while for me to actually take the leap.”

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