Meet eQRP Preferred Partner Dave Zook
eQRP Member
“I’m excited to implement this into my life”
I was really surprised that the eQRP assessment showed a great improvement from before to after. I have some areas in my life that I’m very worried about and it alleviated a lot of my fears just seeing that in this short amount of time I’m already improving in those categories. I’m exc…
Dave Zook
Asset Investor
Atglen, PA
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Stories from our community
Learn how eQRP impacts people
eQRP Member
“The eQRP system was our investment vehicle”
The eQRP option was by far the best solution for us, by ensuring we had complete control over our investable retirement funds. The eQRP system allowed us so many more ‘investment vehicles’ for our funds as compared to our stock-based 401k with management fees.
Scott and Heather
Harkovich, Scottsdale, AZ
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eQRP Member
“The eQRP system was our investment vehicle”
The eQRP option was by far the best solution for us, by ensuring we had complete control over our investable retirement funds. The eQRP system allowed us so many more ‘investment vehicles’ for our funds as compared to our stock-based 401k with management fees.
We appreciate the proactive styled partnership with the eQRP team. We did not receive this same level of teamwork from the big box 401K companies we had worked with previously. The eQRP team is very helpful when it comes to staying compliant with government regulations.
Scott and Heather
Harkovich, Scottsdale, AZ
eQRP Member
“eQRP team is invested in their client’s success”
There are numerous advantages to an eQRP versus a self-directed IRA. The big advantage that the eQRP Co. Has is that they run it for the long haul. If there are ever any issues or if I have questions, they are always available and very knowledgeable. The entire team is truly vested in their client’s success and this starts at the top with Damion Lupo. Numerous times when I’ve had to call or text him, he always gets back right away!
Chad Zdenek
West Hills, CA
eQRP Member
“Released our former self-directed IRA”
After reading the book, it was a no-brainer. Freedom of choice, flexibility in making those choices, and control over our financial future are just a few of the reasons we chose the eQRP. We have been VERY happy with our decision!
Tony and Catherine Bass
Frisco, TX
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eQRP Member
“Released our former self-directed IRA”
After reading the book, it was a no-brainer. Freedom of choice, flexibility in making those choices, and control over our financial future are just a few of the reasons we chose the eQRP. We have been VERY happy with our decision!
Although we have worked with several people at the company, the bulk of our time has been with Jennifer DeRamus. Along with assistance in several different areas, she has been very diligent and professional in helping us handle the unpleasant task of resolving issues with our soon-to-be former self-directed IRA custodian. Having this type of assistance, along with this amazing product offering, is what sets this company apart from all the others!
Tony and Catherine Bass
Frisco, TX
Who Qualifies For an eQRP?
Individuals or business organizations who want the freedom to invest their 401(k) retirement plan; including Shopify stores, dental practices, and consulting firms, just to name a few.
Corporations
Partnerships
Limited Liability Company (LLC)
Limited Liability Partnerships (LLP)
Not for Profit 501(c)(3)
Feeling lost with how to unlock your 401 (k)?
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Feeling lost with how to unlock your 401 (k)?
Get my FREE book on how to take checkbook control of your 401 (k) and IRA to help you have financial freedom. Fill out the form below so I can FedEx you the book right away!
Fill out the form below so I can FedEx you the book right away!