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Custodia Financial

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Custodia Financial of Dallas, Texas, offers innovative, industry-leading products and services designed to protect clients’ 401(k) plans from loss while allowing clients to better secure their and their families’ financial futures. Custodia Financial’s executive team of chief executive officer Tod Ruble and chief financial officer Kevin Smart apply their extensive backgrounds in 401(k) management and financial planning towards serving clients throughout the United States. Founded in 2009, Custodia Financial grew out of a need for stronger consumer safeguards against the changing landscape of the retirement industry. In the United States, the recent economic collapse has contributed to billions of dollars in lost retirement savings each year. Struggling workers faced with severe hardships have been forced to borrow against their 401(k) plans to keep them and their families afloat. Unfortunately, once they do, lenders require that they or their families pay back in full any outstanding loan balance within 60 days of borrowers’ unemployment, medical- or disability-related leave, or death. Not doing so may result in hefty penalties and taxes. Custodia Financial provides the Retirement Loan Eraser to counteract this potential catastrophe. Available to both 401(k) plan recipients and their beneficiaries, this simple program guarantees protection of retirement plan assets following involuntary loan default due to unemployment, disability, or death. Learn more at CustodiaFinanc

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8070 Park Lane, Suite 100
Dallas, Texas 75231

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Vickery Meadows, Dallas

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Dallas County, Texas

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Dallas, Texas

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