Broad Financial LLC specializes in Self-Directed IRAs and Solo 401(k)s with Checkbook Control, enabling investment in alternative assets like real estate, Bitcoin, and tax liens. Clients report the setup process is easy and painless, even easier than going to the grocery store. The company provides very powerful tools. Customer service is consistently described as truly professional, fantastic, super nice, prompt, and knowledgeable, with staff being helpful, informative, and pleasantly persistent. Clients confirm they receive all answers immediately and highly recommend the service. Many have used the plans beneficially for several years, remaining very pleased.