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.


Self Directed IRA

Broad's Checkbook IRA gives investors the power of Real Time Investing without the constant fees. Take charge of your retirement and put it in assets you know and understand.

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The Broad Funds

Broad provides accredited investors with a sensible array of alternative funds. Investment opportunities include real estate, tax liens, and insurance agencies.

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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.

Broad Financial LLC BBB Business Review


Broad Financial's Self Directed IRA or Solo 401(k) puts you in firm control of your retirement.


The Ultimate Self Directed IRA

Find out how self-direction and Checkbook Control can take your IRA to the next level.

The Ultimate Solo 401(k)

If you're self-employed, you can now get a premium retirement platform.

The Ultimate Real Estate IRA

Find out how to incorporate real estate in your retirement portfolio.




  Why do things always get crazy when corporate investors get involved?   Take a look at alternative investing. As it’s commonly understood, alternative assets are those investment products which don’t commonly fall under the Wall Street banner. On the individual level these can be great retirement products. With a self-directed IRA, an investor can place her retirement funds in a conservative piece of real estate and earn substantially better returns than with a mutual fund. However, when big business takes this route, the “what?!!” quotient quickly escalates... + Read More

It’s generally a given in most industries that movement can produce profit. Whether people, products, or ideas, movement itself creates new venues where money can change hands. This is especially true in the retirement industry. When retirement funds go from “Investment A” to “Investment B”, there is a door standing open with a big sign that says “Free Money”.    What are we talking about? Let’s take a look at your neighbor. John next door is an electrical engineer who just retired from IBM... + Read More

Well, it’s here again.   The country’s biggest sporting event is about to bombard you with targeted advertising, find new and creative ways to separate you from your money, and in general be so in your face that you wouldn’t mind relinquishing it for that root canal that you keep pushing off.   Yes, the IRS and its associated industries are revving up for tax day.   But let’s not blame them. They perform the thankless task of providing the country with the funding it needs to carry on essential services. (Non-essential services (i.e... + Read More


"Thank you for all the help you provided in setting up my IRA LLC. You saved me more time and heartburn than I could ever define. I really appreciate the way you stuck with this and your communications with me were second to none. Just know that I was impressed with your focus on my situation and your assistance was invaluable."

- Lloyd Snyder (Atlanta, Georgia)

“The process of setting up my Solo 401k with Broad Financial was simple and efficient. I feel confident that going with Broad Financial was the right decision. I look forward to using Broad Financial again. Thanks"

- Nick Palmer (Bozeman, Montana)


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Speak to a specialist today! (800) 395-5200
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