Save 10% Until Fri., Nov. 15th! Learn More.
Please note: Our offices will closed Mon, 11/11 in observance of Veterans Day.

Contact our Self-Directed Experts. (800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts.
(800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts. Schedule A Call or Leave A Message

Contact our Self-Directed Experts.
Schedule A Call or Leave a Message

Real People, Real Stories

Questions? Text us at (845) 253-9306.

What You Need To Know About Real Estate IRA Investing

Self-Directed IRAs with Real Estate: The Process Broad Financial makes it safe and simple for you to purchase Real Estate with your Self-Directed IRA and 401k funds. Here’s how it works: When you set up your Self-Directed IRA or Solo 401k, you’ll also be opening an accompanying checking account at the bank of your [...]

Bring On The Next Recession

By Brian Boisier If you’re like me, you were getting fed up with logging in to your IRA or 401(k) online portal to find that you’ve actually had a -1% loss over the last month. Or worse, not even having the heart to log in and check balances after reading headlines such as these in [...]

$100,000+ Tax-Sheltered Revenue in a Year: Real People, Real Stories

By Jeff Astor Welcome to this week's "Real Estate Retirement Investing: Real People, Real Stories."  Today, we take a look at John from the Southeast US: First, John Purchased a Self-Directed IRA with Broad Financial. About a year after purchasing the plan, John called to tell me how thrilled he was and that he had a friend [...]

2018-08-16T16:33:55-05:00 August 16th, 2018|Real Estate Investing, Real People, Real Stories|

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