Welcome NASE Members
Invest with Broad's Solo 401(K)

Broad's Solo 401(K) allows entrepreneurs to invest with total checkbook control, incredible asset choice, and higher contribution limits.

Sign up now and use the code "NASE100" to receive a $100 discount!

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Don't just listen to us. See what our clients are saying!

Why invest with Broad's Solo 401(K)?

Broad is a leader in the self-directed retirement industry, with thousands of self-employed clients in all 50 states. Our Solo 401(K) plan can give you the 3 C's!

Checkbook Control

YOU are in control of your retirement funds. With your dedicated checking account, you control all the transactions.


YOU can save money up to $69K, or $76.5K if you are 50 or older, per year. This means more money in your pocket!


YOU have the freedom to invest in different types of assets such as Real Estate, Loans, Notes, and more.

Start investing with the power of a Checkbook Control Solo 401(K).
Use the code "NASE100" for a $100 discount!

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Open a Solo 401(K) in 4 Simple Steps!


Plan & Trust Set Up

We create a customized, IRS-approved Solo 401(K) Plan for you that contains a Trust. You are appointed as the Trustee, empowering you to make all decisions.


Checking Account 

You will open a checking account in the name of the Trust at any bank. This checking account is the self-directed investing platform for placing all investments.



You will fund your Solo 401(K) by transferring funds from one or more of your existing retirement accounts or plans into your Solo 401(K)’s new checking account, or by making an initial contribution.



You can begin investing your retirement funds directly into all investment classes (traditional and non-traditional) - by simply writing a check or sending a wire.

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The Checkbook Solo 401(K)

Invest Better With Broad

Free Lifetime

A Broad specialist will guide you through setup, and will always be available for any questions you may have. Find out how live guidance can make all the difference.

Alternative Asset Expertise

Broad specialists have deep experience across all the major alternative assets. When you want to move forward with a specific asset, we can find a way to make it work.

Client-centered Partnerships

Broad is a partner with Madison Trust Company, one of the industry’s highest rated Self Directed IRA custodians. You will receive top level client support at every step of your journey.

Ready to start investing in your future?

Reach out to us, and one of our IRA Specialists will answer your questions about investing with a Broad Financial Solo 401(K).

Remember to sign up with the promo code "NASE100" to receive a $100 discount!

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