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

  • Professional ConsultationA 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!

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