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

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

Which Plan Is Right For You?

You can apply online here.

Which Plan Is Right For You? 2018-09-20T11:46:37+00:00

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…

Let’s find out which one best fits your needs, and get you the proper fee information:

Based on your answers below, the questionnaire contains no more than 4 questions.


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

Contact Our Self-Directed Experts

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