Offshore IRA

Larry

Details
Written by: API Manage
Category: Uncategorised
Hits: 27486

Larry C. Grossman
Managing Director

Larry is one of the nation’s best-known advocates of international diversification for retirement plans. He has spoken at financial conferences held by many of the top non-U.S. banking and financial institutions around the globe, he has been interviewed by media outlets worldwide, and he wrote the book The Ultimate Retirement Protection Plan (2006, The Sovereign Society), along with numerous articles in professional and popular publications.

An outspoken critic of questionable offshore financial practices, Larry is a strong advocate for proper asset protection and offshore planning done in a compliant manner. He has more than 25 years of experience specializing in domestic and international financial planning.

Larry graduated summa cum laude with a bachelor of arts degree in business management from Eckerd College.

Disclosure

Details
Written by: API Manage
Category: Uncategorised
Hits: 3132

As an Independent IRA Administrator, Sovereign International Pension Services does not offer tax, legal or investment advice.
 
As with any tax related or legal matter you should seek the counsel of your own advisor.
 
All information and materials that appear are provided as is without any express or implied warranty of any kind or nature.
 
IRS CIRCULAR 230 TAX ADVICE DISCLAIMER:  Any federal tax advice contained in this website (including articles, attachments or enclosures) is not intended or written to be used, and it cannot be used, for the purpose of (1) avoiding any penalty that may be imposed by the Internal Revenue Service or (2) promoting, marketing or recommending any transaction or matter.

Privacy Policy

Details
Written by: API Manage
Category: Uncategorised
Hits: 3600

Our firm is dedicated to your privacy ...

Client Testimonials

Details
Written by: API Manage
Category: Uncategorised
Hits: 6799
CLIENT TESTIMONIALS
 
"I've been with you since 2013 and still feel I made the right decision to take my IRA offshore through an LLC. It was a very scary prospect but you made it easy and affordable." - Dan M.
 
"Larry Grossman of Sovereign International Pension Services is often referred to as the Pit Bull by his peers, in regards to his persistent pursuit of opening up offshore opportunities for clients. I found the pit bull to be a perfect gentleman. Larry and his team always found the time to listen to my concerns and kindly replied in a courteous, prompt and professional manner." - B. H.
 
"I have known Larry for over 20 years. He has spoken at dozens of my seminars for more than a decade and I have referred readers to him and written about him hundreds of times. I continue to refer readers to him and years ago also referred him to an associate publisher Sovereign Society where I understand he has a large number of satisfied clients". - G. Scott
 
"Thanks to you and the others from Sovereign for your help over the years.  I have always found your services to be pro-active, efficient, and client-focused." - Rod N.
 
"Larry, I just wanted to thank you for having Maria work with me. She is extremely friendly and an amazing help and I soo enjoy working with her. Have a great day." - Harvey G.
 
"Your reply is just another example of why (I'm sure) clients like you . . . Always something nice to say. Thanks for the comments AND the "above-and-beyond" help with our account."  - Jay M.
 
"Thank you, Maria, for everything! I appreciate the way you are handling customer service. Warm regards," - N.M.
 
"Maria, As always I am indebted to you and your stellar customer service and amazing care and concern you have always shown me...you are a true gem and a wonderful person!! THANK YOU!! Mike"
 
"Maria, thanks again for your diligence and outstanding customer service. Sovereign Team, it has been a pleasure working with each of you over the years. Wishing you all continued success." Cheryl
 
"A quick note of appreciation for the great work that Maria Stein has done getting my self directed IRA funded and a key outside investment closed.  She was always on time with her commitments, prompt in returning phone and emails and assisted in coordination with all necessary parties.  You should be proud to have such a capable member on your Team.  I will refer future colleagues/partners etc. to Sovereign Pension Services based on the quality service Maria has provided" - Bruce G.
 
"Jessenia has her act together.  Working with her, she literally won't let you make mistakes.  She catches everything and is a pleasure to work with." - James P.
 
"Jessenia is always helpful and wonderful!" - Nancy H.
 
"You have been wonderful to me and I'm so grateful" - Susan S.
 
"You have always done a great job for me and gone the extra mile. Want you to know how very much I appreciate all you have done. Take care and know that I appreciate you!" - Phil B.
 
"Jessenia and Maria performed above and beyond in working thru a challenge with my account. They were relentless in their quest to help me. The entire Sovereign Team were just perfect-  Dave F
 
"Thanks to your staff - they are GREAT!  Your staff, specifically Jessenia Paturzo & Maria Stein have been exceptionally helpful,responsive, timely & polite. Having employees like them are a huge asset to your business & of great value to your customers.  Best regards" - L Hermone
 
Email to Jessenia and Maria - "Thanks! You guys are the absolute best. Thank you for everything you do for me.  I can always depend upon both of you." - P. Burton
 
Larry — This is a letter that is long overdue — your ladies have been a God-send on so many occasions. And, Maria has been outstanding with her perceptions of what we’ve needed with hand-holding on so many occasions. As I’ve shared with her, you all speak a different language on many occasions, and for us apprentices, it all seems at times especially foreign.  Please take some time out of your busy day to thank her for all that she so patiently does for us. We love her ever-present cheer, can-do attitude, and determination to get things accomplished. We’re eternally grateful!  Warm regards, Larry B
 
"Thanks so much, Jessenia! I am so glad you are involved, and so helpful." - N.M.

Holiday Schedule

Details
Written by: API Manage
Category: Uncategorised
Hits: 3064

 

Sovereign International Pension Services will be closed the following Holidays:

  • January 1, 2024- Monday, New Year's Day
  • January 15, 2024- Monday, Martin Luther King Jr. Day
  • March 29, 2024- Friday, Good Friday
  • May 27, 2024- Monday, Memorial Day
  • July 4, 2024- Thursday, Independence Day
  • September 2, 2024- Monday, Labor Day
  • November 11, 2024- Monday Veterans Day 
  • November 28, 2024- Thursday, Thanksgiving Holiday
  • November 29, 2024- Friday, Day after Thanksgiving
  • December 25, 2024- Wednesday, Christmas Day
  • January 1, 2025- Monday, New Year's Day

* When a holiday falls on Saturday or Sunday, most employees observed the holiday on the previous Friday or following Monday, respectively.

  1. Employee Directory
  2. Why do you need an IRA Administrator
  3. How We Can Help You
  4. Who We Are

Page 2 of 5

Contact Sovereign

7143 State Rd 54, #147,
New Port Richey, FL 34653

Phone: 727-286-6237
Toll Free: 877-733-6815
Fax: 727-286-6239
info@sovereignpensionservices.com
Hours
Monday-Thursday 8:00am-4:30pm
Friday 8:00am-4:00pm

Main Menu

eNewsletter Sign Up

Sign up for our free enewsletter - Click Here

Follow Us On: