Broad Financial: Comprehensive Self Directed IRA Services

Broad Financial provides turnkey service to set up your Self Directed IRA.

  • Professional Consultation - A Self Directed IRA can be a powerful retirement tool, but it may not be appropriate for every investment strategy. One of our Specialists will give you an overview of Broad's self-directed platform and help you reach an educated decision concerning your retirement funds.
  • IRA LLC Establishment - Broad will fully establish a LLC for your Self Directed IRA including state registration and filing.
  • Custodian Facilitation -  Broad will help you establish a new account with a specialized Self Directed IRA custodian.
  • Bank Assistance - You will receive a customized binder and specific banking instructions which will allow you to open a checking account on behalf of your IRA. A Specialist will walk you through this process and personally speak with the bank of your choosing should any further instruction be necessary.
  • Continuing Customer Service - Your dedicated Broad Specialist will always be available for any questions that arise. We're proud of our A+ rating with the Better Business Bureau, and we earn that grade with each and every client.

Call today and find out why your next investment move is... freedom!



"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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