• Diverse Opportunities: Invest in private businesses, crypto and much more!
• Personalized Investments: Choose assets that align with your values and financial goals.

• Maximize Contributions: Benefit from the highest allowable retirement contributions.
• Checkbook Control: Minimize fees with direct checkbook access to your funds.

• Hassle-Free Setup: Quick and straightforward account setup.
• Direct Investments: Invest easily with just a check or wire transfer—no paperwork needed.

Broad Financial's Checkbook Solo 401(k) provides self-employed individuals with the opportunity to grow a robust investment account. Self-employed Solo 401(k) account holders can not only invest in almost any asset, but they can do so on their own terms. By using a dedicated checkbook, investors control both the timing and the cost of all transactions.

A Checkbook Solo 401(k) starts with a specialized trust account. Broad Financial will establish this trust for your retirement account, and then, you can use it to open a checking account at the bank of your choice. That's it! Now, you can use your Solo 401(k) checkbook to invest in many different types of alternative assets. Identify what you would like to purchase, write a check or send a wire, and the asset automatically becomes part of your Solo 401(k).