Client Testimonials

I’m so grateful you met my husband at a recent business networking and educational event and he learned about QRP’s! We thought self-directed IRA was the best way to invest, having check-book control of the money. But once it came time to sell the property it owned, we were going to be hit hard with UDFI taxes due to some debt on the property. You helped solve our problem through your knowledge. After reaching out to our attorney, we learned that the super high UDFI taxes from the sale of the property could be avoided by converting the self-directed IRA over to a QRP!
I get to KEEP my money and continue investing it instead of handing it over to the government. I wish I would have learned about the QRP sooner. But the blessing is that we will be telling others in the hopes they too can avoid some of the crazy tax penalties in other retirement plans. It literally took a 15 minute phone call to get things rolling, now that’s what I call simple. And you are accessible by phone call and email for all our questions going forward. Thanks for all your help
— Isaac & Mara De Los Reyes


“Since we’ve started working together we’ve taken $200K out of the market, bought a piece of rental property, started being pro active on investing opportunities and started giving $2,000 a month to charity.  I feel awesome about where we are with our life financially right now.  I am totally clear on my money and how I want to invest it.  We appreciate all he did for us.  He sent us down a path that really works for us.  Thank you.  We would have never done this without him!"

John & Steffani L.
Chicago Entrepreneurs

"The team have been exceptional in putting together and helping me get my QRP set up! I have comfort in knowing that I have control over my money and best of all I don’t have to deal with cumbersome paperwork every single year!"

Dr. Angelica F.
Doctor & Business Owner

"For years, the lack of control I had over my OWN MONEY in my 401k was a serious source of frustration for me.  I’ve always viewed the stock market as a form of gambling, so I didn’t want to send my money to Wall Street – and I don’t like bonds or treasury notes, because of out of control government spending.  So that left only 1 choice inside my 401k… Cash.  As a result, years went by with my entire 401k being 100% stuck in cash, and as the government continued to print more and more cash, my retirement account got less and less valuable, and I got more and more frustrated."

Jon B.
Chairman Precious Moments

"At first I was skeptical because I hadn’t heard of anything like the QRP, but after doing research, talking to my accountant, attorney, and a few friends who also work in the tax/finance industry I realized this is one of the greatest kept secrets in the retirement industry!"

Mike S.
Business Owner / Investor

"After years of working in corporate America I had 401k rollover money stuck in the Wall Street mutual fund system.  My money was stuck in a system that I didn’t trust but I didn’t think I had an option to opt out.

After I learned about the QRP, the team at Total Control Financial took me through the simple process of getting my money out of Wall Street jail and into my hands – so I could invest in things I controlled and felt comfortable with.  HUGE relief to be in the drivers seat and feel more empowered!

Sandra G.
President, Lifebook

"Our feeling of security and well-being used to be radically influenced by the red and green arrows that run on the ticker of any news program – all day every day.  We were happy or sad, confident or anxious, feeling wealthy or strapped all based on what the stock market was doing, and our level of mastery about the stock market was pretty close to nil."

Katie M.
Chicago Entrepreneur & Investor

"I was so impressed with Mr. Lupo’s character and professionalism during a recent situation involving my company that I wanted to share my impression with anyone considering his services.

His combination of drive, charisma, compassion, and positivity is inspiring. I recommend anyone seeking a financial advisor with high integrity meet him."

Kerstin S.

"I have had nothing but positive experiences with Mr. Lupo.  He provides wonderful and highly professional service and extremely helpful advice.  I’ve read and enjoyed all of his books and highly recommend them.  It has been a pleasure doing business with him, and I expect to continue doing so in the years ahead."

Dan J.
Professor, UT

"With their help, I created a QRP at the beginning of 2012 from different IRA and 401k’s that I had from previous employers and benefitted tremendously. I was so happy with the process and the results. I have since become a QRP advocate and recommend it to conservative investors, business owners, and anyone who has previous IRA’s or 401k’s from previous employers."

Luc P.
Insurance Risk Analyst

"The team are spectacular in their professionalism, integrity, and efficiency.  I would strongly recommend anyone purchase any and all products this terrific company offers.  They provide world class service and customer satisfaction; better than any other company in any industry I have ever had the opportunity to work with.

These folks know how to take care of their customers and are fantastic to partner up with."

Bill E.