This page consists of recommended service providers for setting up retirement plans such as small business 401(k)s, SIMPLE IRAs, Defined Benefit/Cash Balance Plans, Self-directed (solo) Individual 401(k)s, Self-directed IRAs, and HSAs.

Small Business/Practice Retirement Plan Providers/Advisors


Wellington Retirement Solutions


Litovsky Asset Management




CarsonAllaria Wealth Management


iQ401k (Division of FPL Capital Management)


Self-directed Individual 401(k) and Self-directed IRA Providers

A self-directed 401(k) or a self-directed Roth or traditional IRA allows you to invest in alternative investments such as real estate using the tax-protected and asset-protected money in your retirement accounts.


RocketDollar provides both self-directed 401(k)s and IRAs. You can invest in anything the IRS allows just by writing a check. Fees are $360 to set-up and then $15/month ($180/year).  Use the code “Physician” for $50 off the signup for WCI readers.

Open an account with RocketDollar today!


Broad Financial 

Broad Financial provides self-directed accounts that allow you to place your retirement funds in assets beyond Wall Street. Use your IRA or Solo 401(k) to invest in real estate, cryptocurrency, private business, or almost any asset that the IRS allows. With the added feature of checkbook control, you can invest with breathtaking speed by simply writing a check or sending a wire and avoid asset-based and transaction fees.

Don’t just listen to us, read reviews from our clients.

Open a Self Directed IRA or Solo 401(k) with Broad Financial today! 


If you do not need the self-directed feature, you can open an individual 401(k) at the typical low cost brokerages such as Vanguard, Fidelity, Schwab, or eTrade. More details at this post.


HSA Providers

Health Savings Accounts (HSAs) are my favorite investing account due to their triple-tax-free nature.


Lively is a high-quality, low-cost HSA provider. You can open an account directly with Lively or you can roll money over once a year from your employer's chosen HSA provider. You can invest the money for the long-term in low-cost, index mutual funds.

Open an HSA at Lively today!


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