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The Power of Checkbook Control
Broad's platform enables Real Time Investing, no-fee transactions, and a streamlined approach to purchasing alternative assets.
Broad power. Your Prosperity.Create Your Own Prosperity
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Go Beyond Wall Street
Invest your retirement in assets you know and understand like real estate, private business, or gold coins.
Yes, you can.Invest in what you know
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Invest with Confidence
With industry leading client support and an A+ rating from the BBB, Broad delivers investor confidence.
Taking Your Retirement FurtherMake Your Funds Count
Self Directed IRA & 401(k) Investment Options
Welcome to Broad Financial, a leading custodian of enhanced retirement platforms. Broad gives you the tools you need to take a more active role in managing your retirement investments. Our team has developed industry-leading Self Directed IRA & Solo 401(k) products that allow you to invest outside of traditional Wall Street stocks & mutual funds, and yet still remain within the IRS definition of an approved retirement account.
Imagine being able to invest directly in real estate, local businesses, or precious metals, all while enjoying the IRS tax savings associated with a qualified retirement plan. From self-employed individuals to small business owners to those who simply want total investment flexibility, Broad has an investment platform that will fit your unique needs.
Service you can trust
Broad earns its A+ rating with each and every client. Find out why our industry leading customer service makes the difference between a good experience and a great one.
FROM THE BLOG
A lot has been made in the press recently of the sudden downturn in the price of gold. Quotes run the gamut from Armageddon (“We've never… ever… ever… seen anything like what we've witnessed in the past two trading sessions - The Gartman Letter) to armchair quarterbacking (Gold's new suitors never understood the fundamental case for gold – Peter Schiff) to unnecessary sarcasm (Eat your gold – Nouriel Roubini). Now, as always, downturns provide for the best in journalism... + Read More
Last time we spoke about the kind of property that a novice real estate investor might want to purchase for his/her retirement fund. A conservative rental, single or multi-family, was offered as a good option because of the cash flow that it generates. However, not all rental properties are created equal. Here are 5 common mistakes that new investors make when deciding upon a property. 1. Underestimating Rehab Costs No matter how nice the property looks, there are always a few improvements that have to be made before the property is renter ready... + Read More
A few weeks ago we looked at the case of Rachel: a successful nurse who had 0k in her 401(k) and wants to get into real estate. Rachel had no previous real estate experience and wanted to jump right away into big commercial deals. We explained in Part 1 why that would not be a good idea. That being said, let’s take the time today to explore what would be a better alternative for Rachel’s real estate dreams. The Self Directed IRA and Real Estate Before we jump into real estate nitty gritty, let’s just make sure that you’re using the right platform... + Read More
