Broad Financial was originally founded in October 2004 as a private real estate firm focusing on the development of residential, retail, and industrial real estate along the East Coast. Then in January 2009, our focus experienced a paradigm shift. The catalyst for that shift came in the form of a simple question.
Because for years they had been ingrained with the notion that IRAs are limited to those types of investments.
When Broad Financial tried to diversify its IRAs into the world of real estate and other non-Wall Street investments, the answer came back in the negative.
- To provide your retirement account with a proper level of diversification, Checkbook Control allows you to move away from Wall Street. A self-directed IRA or Solo 401k with Checkbook Control can invest is real estate, private business, or just about any other asset.
- To provide you with speed, Checkbook Control allows your IRA or Solo 401k to place investments by just writing a check. No lengthy authorization periods or finicky paperwork.
- To provide you with economy, Checkbook Control gets rid all of the transaction and asset based fees. Your retirement account can invest like a professional without the professional fees.
- The history of retirement investing has seen its share of ups and downs. But now the power is in your hands. With a self-directed IRA or Solo 401k you are finally in charge of your own prosperity.