NuView’s Client Success Story – August 2017

August 1, 2017

Our client success story this month features 29-year-old, Danielle, who has a passion for helping the disadvantaged in our society and those who cannot represent themselves. When she moved from a small town in the Midwest to a big city in Central Florida, she found herself faced daily with the homeless population and realized her heart was drawn to working with them.

“After spending a few months volunteering at a variety of organizations to try to find what specifically I was passionate about, I found my fit at a nonprofit organization that works with US citizens and legal residents to aid them in obtaining their identification documents.”

“I’m passionate about what I do. But the reality is that nonprofits are not known for high compensations. I found that I needed to invest my limited funds in wise, profitable ways so that I can prepare for my future. I also was looking for an investment option where I felt cared for, felt known, and trusted those whom I was investing with.”

We asked Danielle how she learned about self-direction and what attracted her to becoming a NuView client?

“I first learned about self-directed IRAs through my father. His relationship with NuView began with HIS Capital Funding, a capital investment company in Orlando.”

“In previous personal investments, I had watched my hard-earned money go through the roller coaster of profit and loss. Entering the workforce after a 2009 college graduation, I certainly saw my fair share of loss in my investments. This experience made me quite cautious to invest – and now that I was working full-time, it was terrifying to see my money decline in value. Seeing my parents’ success with their investments through HIS Capital inspired me to investigate how I could be better investing my funds and preparing for my future.”

On her investment successes and favorite aspects of self-direction, Danielle explained:

“I am a more recent investor with NuView. For my initial investment with HIS Capital, I received a 16.14% annualized rate. While it was a short-term investment, this is exciting validation that there are many more opportunities to properly position my money to make astounding returns on my investments.”

“Before NuView and the discovery of self-directed IRAs, I had been unaware that I could take such an active role in determining where and how my money was invested. I had only ever experienced investments that were guided by others, so I was at the mercy of people I really didn’t know. Being able to direct my investments allows me to know where and how my funds are being used. And equally as important is that I trust those managing my money. HIS Capital has proven to invest only in companies where everybody involved wins. NuView and my self-directed IRA have proven to not only be a great way to invest, but has also offered the personal relationship that I need to know that my money is in good hands. Austin has been available whenever I have questions, and has gone out of his way to ensure that I felt comfortable with my IRA.”

When asked if she has any tips for individual who may be new or unfamiliar with self-directed IRAs, Danielle shared the following…

“If you are looking for above-average returns on your IRA capital, yet still want to remain in a conservative position like myself, there are options with your self-directed IRA funds for people like us. I am honored to be a client of NuView and am thankful I am positioned with a positive and exciting financial future.”

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Thank you Danielle for sharing your background and investment successes to help others understand how a NuView self-directed IRA can open a world of investment opportunities. NuView doesn’t endorse or help evaluate our clients’ investments or transactions…it’s all self-directed! We wish Danielle many more successes with your investments and thank you for being a valued NuView client!