About Us


What We Do
We’re here to encourage you to take a more active role in the investing of your retirement account, to invest only in what you understand and believe in, and to broaden your diversification.
Because these are the most important steps you can take to assure the financial growth and safety of your retirement account.

How do we do this?
By providing upgraded retirement platforms in the form of self-directed IRAs and Solo 401(k)s. These platforms allow you to invest in what you want on a schedule that works for you. Our feature of Checkbook Control puts you in the driver's seat with no transaction fees, complete asset choice, and real-time investing. Finally, your retirement is back in your hands.


"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)


Read more testimonials


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