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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.

Checkbook Solo 401(k) Success with BF Client Terry O’Malley

Becoming a thriving Checkbook Solo 401(k) investor does not require years of expertise on the subject. When you find the right company that provides the proper support as you learn, finding success in your self-directed endeavors can come quite easily. Just ask Broad Financial client Terry O’Malley. A B2B salesman, Terry [...]

2019-12-19T10:16:06-05:00 December 19th, 2019|Real Estate Investing, Real People, Real Stories|

The Real Deal Ep. 1: The Process of a Purchase

Welcome to The Real Deal, a series of investing stories and suggestions from veteran real estate investor Allan Szlafrok. The incredible highs, the frustrating lows, and everything in between...Allan has experienced it all and possesses the knowledge and expertise to help you become as successful as possible! Are you enamored by the [...]

2019-12-19T10:15:35-05:00 December 4th, 2019|Real Estate Investing, Real People, Real Stories, The Real Deal|

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.