Broad has streamlined the process to set up a Self-Directed IRA or Solo 401(k). Here’s what you can expect when you call:
Financial Education
A friendly Specialist will give you an experienced assessment of your personal situation. You’ll get an honest opinion if your planned investment will work with the self-directed platform, and what you should expect in terms of maintenance and upkeep.
Hassle Free Set Up
A comprehensive welcome packet will be sent to you on your schedule. This will get you started with a few basic forms, and provide clear detailed instructions as to your next steps in the process.
Industry Leading Client Support
A dedicated Broad Specialist will walk you through the entire process. Your Specialist will make sure that you’re comfortable with the workings of the self-directed platform.
The best thing you can do for your retirement funds is to get informed. Contact Broad today and find out how to take the next step forward.
Contact a Specialist
Call Today!
(800) 395-5200
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