Invest with Golden Oak using your
Self-directed IRA or 401K
Simplify Your Retirement & Fund It With REAL Assets
Investment Back by Real Assets
Does Not Require Taking Money Out of Account
Benefit From Asset Appreciation Over Time
If you have an existing IRA or a 401K from a previous employer, you will likely be able to self-direct all or a portion of it into our investment vehicles. Check with your current custodian to see if they will allow you to self-direct your retirement account. If the answer is yes, don't hesitate to get in touch with a member of our investor relations team by email at Invest@GoldenOakREI.com, and we will introduce you to one of the custodians we work with that will allow you to invest in alternative assets using your retirement funds.
Invest Your Self-Directed IRA or 401K —> Text “IRA“ to xxx-xxx-xxxx
Core Values
The Foundation of Golden Oak
Empowerment
We empower individuals by offering them personalized guidance and innovative financial options that allow them to take control of their retirement and face their golden years with confidence.
Collaboration
We value collaboration, both within our team and with our clients. By working together, we can collectively overcome obstacles and create a more secure future for everyone.
Transparency
We believe in equipping individuals with the knowledge and information necessary to make informed decisions about their financial future.
Education
We are dedicated to providing clear and honest information to help individuals make well-informed choices.
Integrity
Our decisions and strategies are guided by a commitment to long-term outcomes that contribute to sustained retirement stability.
Long-Term Focus
We uphold the highest standards of integrity in all aspects of our work to ensure that our clients can trust us to provide reliable guidance.
The Traditional Approach
TRADING TIME FOR MONEY
Desire to invest in real estate without the burden of active property management
Work tirelessly on tasks, reports, deliverables and for your employer
Are compensated with annual bonuses or profit sharing
Feel vulnerable doe to the unpredictable nature of corporate structure
Seek to generate passive income to create financial stability
The Golden Oak Approach
LIVE LIFE ON YOUR TERMS
Focus on your full-time W2 or enjoy free time, as your investments work for you
Discover a clear path to financial freedom tailored for busy professionals
Confidently diversify your assets beyond the your full-time W2
Receive Passive income every quarter through real estate investments
Reap the rewards of direct real estate ownership without the hassle
Our Vision
To Provide Retirement Stability For Everyone
Our Mission
Dismantle Barriers To Retirement Stability, Providing Education, Guidance, And Innovative Financial Options That Empower Individuals To Embrace Their Golden Years With Assurance.
“We focus on providing our clients with unique and best-in-class investment solutions. I am especially proud to work alongside our talented group industry partners daily to generate exceptional investment opportunities and stable performance for our clients in an inclusive, challenging, and meaningful work environment.”
— Shawn Dwyer
Managing Partner & Founder