Call Us: (406) 551-4775

Who We Are...

Longboat Retirement Solutions LLC offers retirement & investing solutions that allow you to control your assets. View our video explaining how we can help you manage your retirement and investments.

Why should you use Longboat Retirement Solutions to setup a Self-Directed IRA LLC, or Solo 401k instead of some of the other companies out there?

Many of the other companies promote a strategy of ROBS. ROBS is an acronym for Rollovers as Business Start-ups. If you are a client of a company promoting ROBS, you may be a target for IRS audits. Our Solo 401k plan is the most powerful and flexible self-directed retirement plan in existence. It gives you checkbook control, direct asset possession, and nearly unlimited investment options including: Precious Metals, Real Estate, Private Companies, Domestic & Foreign Stock Markets, and more!

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Call Us For a FREE Consultation! (406) 551-4775

Investment News

Precious Metals

Precious metals can offer a secure way to ensure wealth preservation.
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Investing Globally

Foreign stock and currency investments can protect your savings.
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Real Estate

Domestic or foreign real estate can be a predictable and understandable way to protect and grow wealth.
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Economics

Stay up to date on relevant economics news.
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Corporate Malfeasance

Keep motivated to take control of your own future!
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"I wasn't sure of what to do in order to prepare for my upcoming retirement. Thanks to the courteous staff, I was able to set up a plan that ensured my finances were safely handled."
Sally T., Seattle, WA

"From start to finish, Longboat Retirement Solutions helped me easily plan my custom retirement just the way I had envisioned it!"
-Roger L., Denver, CO

"I never thought I could afford to retire until I spoke with the good people at Longboat. Now I am enjoying life to the fullest."
-Sam O., Bozeman, MT

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Staff


Mike Bates
Director of Marketing

At Longboat Retirement Solutions LLC, we will assist you in opening your bank trust account(s) and executing your incoming transfers from existing funds.

Our customers have had a 100% success ratio in opening their trust accounts and completing their transfers, and we take pride in continuing this success!


Eric Story
Director of Operations

At Longboat Retirement Solutions LLC, we will assist you in opening your bank trust account(s) and executing your incoming transfers from existing funds.

Our customers have had a 100% success ratio in opening their trust accounts and completing their transfers, and we take pride in continuing this success!


Lars Forsberg
President & CEO

At Longboat Retirement Solutions LLC, we will assist you in opening your bank trust account(s) and executing your incoming transfers from existing funds.

Our customers have had a 100% success ratio in opening their trust accounts and completing their transfers, and we take pride in continuing this success!