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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

Why Choose Broad Financial

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

Why Choose Broad Financial 2021-01-05T13:29:21-05:00

Who We Are

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.

Why Does This Make Us Different?

Because between Broad Financial and Madison Trust, we can offer the perfect Self-Directed plan based on your needs, not ours. It also means Broad Financial doesn’t have to outsource your IRA’s custodial functions, allowing us to communicate seamlessly with our sister company. But even more importantly, the fact we’re associated with a company that passed the federal government’s long, rigorous process of qualifying as a trust company speaks to our integrity as an organization and overall financial stability.

What Else Sets Broad Financial Apart?

Simply put, our customer care. Unlike many other Self-Directed companies, we offer lifelong, toll-free customer support. We also:

  • Take care of the entire LLC creation process, and give you an organized booklet containing Articles of Organization, an Operating Agreement, your Federal ID Number, and Administrative Forms.
  • Compile your year-end tax forms on your behalf.
  • Send you a definitive user guide containing mistakes to avoid, a list of prohibited transactions, and UBIT information, to make sure your account stays in good standing with retirement account regulations.

Let Us Help You Determine What is the Best Option For You

Give our retirement experts a call, and they will help you find the right plan for the lowest possible cost.

“Everything was exactly as promised. Support has been very good. All documents look clean and my attorney even commented on how well they were prepared. Things were done efficiently. Highly suggest this firm.”
– Chris B., BBB Review, 7/20/18

Contact Our Team:

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

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