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Broad Financial Specializes in
Self-Directed IRAs
and Solo 401(k)s in All 50 States.

We provide upgraded retirement platforms in the form of Self-Directed IRAs and Solo 401(k)s that allow you to invest in what you want on a schedule that works for you. Finally your retirement is back in your hands.

Call Center Agent - Broad Financial

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

Checkbook Control for
Self-Directed IRAs and
Solo 401(k)s.

BREAKING NEWS: Bitcoin is hot! Talk to a Broad Financial cryptocurrency IRA/401k expert today! See our new dedicated Bitcoin/Crypto section.

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Broad Financial Specializes in Self-Directed IRAs and Solo 401(k)s in All 50 States.

We provide upgraded retirement platforms in the form of Self-Directed IRAs and Solo 401(k)s that allow you to invest in what you want on a schedule that works for you. Finally your retirement is back in your hands.

“Broad Financial is absolutely great! They offer by far the best service for a self-directed IRA that I have found and their fees are much lower than everyone else I contacted. They helped me through the entire process. Can’t recommend them enough.”

– MR, Review From BBB

What is a Self-Directed IRA?

Discover how to save money and gain total control over your retirement portfolio.

Read More

How Can I Invest in Real Estate with my IRA?

Diversify your portfolio, and use your knowledge of real estate to grow your retirement fund.

Read More

What is a Solo 401(k)?

Enjoy the freedom of self-employment now, without sacrificing the comfort of retirement later.

Read More

Two Companies. Two Options.

Broad Financial and our sister company, Madison Trust, offer the perfect Self-Directed IRA or Solo 401k plan for you.

Madison Trust

Type of Self-Directed Account: Custodial IRA Plan
(Both Traditional and Roth)

Madison Trust Company is a full service Self-Directed IRA custodian which enables you to purchase alternative assets with your retirement funds.

This plan is ideal if:

You are making a one-time, lump-sum investment, such as:

• Private Placements
• Silent Partner in Real Estate, Private Business, Etc.
• Startups
• IPOs
• Private Company Stock
• Private Mortgages
• Promissory Notes

Broad Financial

Type of Self-Directed Account: Checkbook Control IRA or 401k Plan
(Both Traditional and Roth)

Broad Financial is a full-service facilitator which offers a Self-Directed IRA or Solo 401k with Checkbook Control, giving you direct access to your retirement funds.

This plan is ideal if:

You need real-time access to your retirement funds to place investments in:

• Real Estate
• Cryptocurrencies
• Precious Metals
• Hard Money Loans
• And More…

Client Success Stories:

Holly Williams of MQ Ventures discusses all she was able to accomplish after setting up a Self-Directed IRA with Checkbook Control with Broad Financial:

Have a specific question about Self-Directed IRA or Solo 401(k) rules, rollovers, or investment options?

Get answers at our Self-Directed Questions Hub.


Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.

Contact Our Self-Directed Experts

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