Broad FinancialReviews 829

Retirement plans, in general, almost force you to invest in the market. But I have always been confounded by the market. I don't have time to study, and without study - and sometimes even with it - it seems like gambling to me! I am thrilled to have found Broad Financial's Solo401k product. I was able to pull my retirement funds out of the market and put it into a rental property. The ups and downs aren't as thrilling as in the market, but I see a clear and steady path to growth.

Broad Financial demonstrated a strong commitment to helping and guiding me throughout the process of setting up, understanding and implementing the IRA LLC.

I need to give a special shout out to Joel and Mark of the "support team". They were both consistently responsive, patient, and informative in giving me whatever level of detail and explanation I wanted. Joel provided sample forms needed to set up the LLC's bank account. These samples that Joel gave me, made the "new account opening" process very transparent and easy to follow. Joel and Mark both answered my numerous (and in some cases redundant) questions clearly and patiently.

Real value becomes apparent when you get into the weeds, and need to understand how everything works, and then get it done expeditiously and correctly. Broad Financial has really delivered a level of post-sale customer service and support that has exceeded my expectations, and more specifically, made me confident I had made the right decision to choose them.

I wanted to convert a portion of my 401k into a SD IRA. I have a plan now with Accuplan and called them first to see what I can do with them. I'm still waiting for a return call, email, or snail mail.
I researched other plans and companies and found Broad Financial. Noah and I have had a couple of calls. He answered my questions completely and knowledgeable because I told him I want to make sure I have the correct plan for my needs.

One month!

One frustrating month. One disappointing result after another. I gave up hope of finding a better way.

In 2017, I started investing in cryptocurrencies. The money I used was my own. 50+ investments later I now feel comfortable to invest my retirement assets in the space too.

Nevertheless, the Bitcoin-IRA providers of the world made me feel dumb. They not only want you to pay outrageous transaction fees ranging from 6%-12%, but also want you to pay them an annual custody fee of %1 of your assets under management. They then try to convince you that it's a great deal. Yes, it's a great deal for them, not for you, the investor.

Cryptos can increase in value by thousands of a percent - turning a $100 investment into $30,000. Make ten $100 investments and you're paying custody fee of $10 today. Yet tomorrow, you could pay $3000. Ouch!

Even if you were to sell your crypto, you're still sitting with $300K in cash inside your retirement account that you still have to pay the annual custody fee for. If you're not close to retirement, and made no other winning investments, your $300K gets eaten away until it's gone.

Broad Financial makes you feel amazing. It doesn't insult your intelligence. It exercises simple common sense. It gives you the power to establish a trust that lets you not only take ownership of your retirement accounts, but also invest those accounts in whatever you'd like.

The only fee is a one time setup fee of <$1000 (legal work) and an annual maintenance fee of $149 / year. Paying ~$150 / year is a fair price for this awesome new superpower.

Thanks Noah Grodko, Joel Galkin, and the rest of the Broad Financial team!