Broad Financial Equity Trust Self-Directed IRA
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Before Opening a Self-Directed IRA
Learn how to avoid the mistakes many make when choosing a Self-Directed IRA
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Schedule an obligation-free call with our Self-Directed experts and discuss why so many people have switched to a Self-Directed IRA LLC with Checkbook Control
Hear it from Pam, a former Equity Trust client, and Broad Financial client since 2016.
"Three to four years ago we moved our self directed IRA from Equity Trust to Broad Financial because it appeared that it would be easier to conduct business while at the same time have a safe and secure trust custodian. It has been a very positive experience and our accounts have grown substantially. I have also referred several people to Broad Financial through introductions and they are very quick to follow up and provide professional advice. I am definitely a fan of Broad Financial!!"
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Discover the Broad Financial Difference for Wealth Generation and Diversification!
LEARN THE 5 THINGS YOU MUST KNOW
& THE BENCHMARK YOU NEED TO RATE
YOUR IRA 
COMPANY AGAINST
LEARN THE 5 THINGS YOU MUST KNOW & THE BENCHMARK YOU NEED TO RATE YOUR IRA COMPANY AGAINST WHEN CHOOSING IT
Why Choose Us?
The Broad Advantage
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Formed in direct consultation with top attorneys at leading ERISA firms, our plans are IRS-compliant and flexible so we can offer the best fee structure based on your needs and investment goals, not ours.
Proven Track Record
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Not all companies are equal. When researching your options, don't just look for a plan, look a company with a long track record and a reputation for stellar customer service.
Lifetime, Toll-Free Support
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With a Broad Financial plan, you get lifetime, toll free support with experts who have years of experience, giving you personal service and peace of mind to assure the financial growth and safety of your retirement accounts.
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We’ve been featured in

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Our Tax Relief Credentials

DON'T JUST LISTEN TO US...
Hear It From Our Clients
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  Dave & Lorraine  
Clients Since 2013
"I have owned my own business for 25 years and have contributed to my IRA annually. A few years ago I had an opportunity to buy an investment property, but it was in disrepair and not mortgageable. I did not have the funds available to purchase it as cash, but I did have the money saved in my IRA. I did some research online and found Broad Financial; it seemed like a good fit for what we wanted to do. Through the guidance of Broad Financial and our accountant, we switched our IRA that was somewhat stagnant to a self-directed IRA and purchased our first investment property. That property was so successful, that my wife did the same thing and now we own two. The amount of money that our self-directed IRAs make is significantly more than when it was sitting and we actually have two houses to show for it now. We would highly recommend anyone that has an opportunity to buy real estate, but may not have the funds available, to consider contacting Broad Financial and their accountant to discuss options. We are very happy with our decisions and our children will benefit as well."
Ned 
Client Since 2013
"I am a Real Estate Broker/Salesman and in our industry it is difficult to start a retirement program that is truly beneficial long term. I wanted to have a retirement vehicle that would provide me with the opportunity to invest in what I know best, Real Estate, I was able to achieve this with the Solo 401K program that is offered by Broad Financial. It is flexible and I can take advantage of a real estate opportunity when it presents itself by writing a check. The technical assistance has always been there when I have a question and they keep my plan updated on a yearly basis. I have recommended Broad Financial to several of my colleagues in real estate and several of them have initiated a Solo 401K as a result. I can’t thank you enough for the opportunity Broad Financial has provided through this program."
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GET STARTED WITH FREE CONSULTATION TODAY!
Formed in 2009, Broad Financial specializes in Self-Directed IRAs with Checkbook Control. We have a sister company, Madison Trust, an accredited Trust company based out of South Dakota, that serves as a Self-Directed IRA Custodian.
Connect with Us
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Phone: (800) 395-5200
© 2019 Broad Financial LLC | All Rights Reserved.
Equity Trust is a registered trademark owned by the Equity Trust Company CORPORATION SOUTH DAKOTA, 225 Burns Road, Elyria, OHIO 44035.