We guide individuals through establishing self‑directed IRAs with checkbook control via specialized IRS‑compliant entities, offering unmatched support, flat‑rate fees, and real‑time investing freedom.
Phone
833-341-2312Website
https://broadfinancial.com/• Who We Are
We are a pioneering facilitator of Self‑Directed IRA plans with checkbook control, proudly serving over 20,000 clients across all 50 states, distinguished by strong A+ BBB ratings and thousands of five‑star reviews.
• What Makes Us Different
Our seamless, one‑stop service—combining entity creation, IRS‑compliant structures, and dedicated client support—sets us apart. We partner with Madison Trust, the highest‑rated custodian in the industry, to back your investing journey with reliability and clarity.
• Our Specialized Services
– Self‑Directed Checkbook IRA via IRA LLC (checkbook control)
– Self‑Directed Checkbook IRA via IRA Trust (checkbook control)
– Ultimate Solo 401(k) for self‑employed individuals
• Our Commitment to Quality
We charge no asset‑based or per‑transaction fees, ensuring flat‑rate pricing regardless of account size or trading activity. Our support team is available for lifetime guidance, helping you invest confidently and efficiently.
• Why Clients Trust Us
Founded out of a desire to diversify beyond Wall Street, we now offer proven structures for checkbook control investing, backed by exceptional customer service and compliance with IRS regulations.
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