CPAS & CFPS


The Ultimate Self Directed IRA and Solo 401k provides you with the power tools you need to manage your clients’ retirement funds.

CPA who helps his clients with self directed retirement plans
 
Checkbook Control
What makes the Broad platform unique is the feature of Checkbook Control. Standard IRA accounts or Solo 401k plans give your client a very limited scope of investments. Even if you want to help your client diversify, a third-party account will frustrate you at every turn. Checkbook Control allows you unprecedented choice and agility. Under your guidance your client will be able to place virtually any kind of investment quickly and easily. All he/she has to do is just write a check. The IRA and Solo 401k moves from being a passive entity into a powerhouse investment vehicle.
 
Fee-Free Transactions
One of the common deterrents to guided diversification is the constant presence of prohibitive fees. The Broad platform removes all investment fees from the self-directed IRA or Solo 401k. Gone are the days when transaction fees or asset-based fees serve as a significant barrier to placing alternative investments. With the Ultimate IRA or Solo 401k your clients will be able to place and get out of investments without incurring any additional costs.
 
The Ultimate Partnership
When you partner with Broad Financial, your clients get the best of both worlds. They receive your expert guidance coupled with the power of Checkbook Control. Generous partnership opportunities are available, and we encourage you to contact one of our specialists to find out how Broad can work for you.
Speak to a specialist today! (800) 395-5200
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