It has been a long time coming. We have been eager to have a financial company such as Broad Financial realize the potential of partnering with us, and Jay Goldblatt of Broad Financial immediately agreed.
Jay sees the unlimited opportunity for our members to be educated in this often misunderstood segment of financing deals. He is excited about being able to contribute to our blog and be available to answer questions our members will pose to him about the concept of a “Checkbook IRA”.
Jay recognizes that commercial real estate is a wonderful investment, but often times investors and brokers are not educated about the ability to use an IRA for investing. Broad Financial offers the expertise to help you learn how to navigate the world of “Checkbook IRA” investing with their two premier products: The Ultimate IRA® and The Ultimate Solo 401k®. These plans allow you to invest retirement funds in any type of asset, such as real estate. The Checkbook IRA platform gives you the power of placing investments by simply writing a check, enabling you to move quickly when time-sensitive opportunities present themselves.
Broad Financial offers the entire process as a one-stop shopping experience with their own in-house IRA custodian Madison Trust Company. This means there is no need for additional companies to deal with.
Working with Jay Goldbatt has allowed me to make decisions about my investment strategy that were life changing. I have recommended Broad Financial to many of my clients that have also been extremely happy. ~Joseph M Billitteri, Senior Broker Associate, Premier Commercial Realty
Please help us welcome Broad Financial to our Marketplace and please ask them questions and learn as much as you can from this leader in the industry. If you have done business with Broad Financial, please leave them a recommendation on their Marketplace Page too!