Press Release brought to you by theBrokerList

Broad Financial is Newest theBrokerList Marketplace Partner


Broad Financial

It has been a long time coming and theBrokerList community has been eager to have a financial company such as Broad Financial realize the potential of partnering with them, and Jay Goldblatt of Broad Financial immediately agreed.


Jay sees the unlimited opportunity for theBrokerList members to be educated in this often misunderstood segment of financing deals. He is excited about being able to contribute to theBrokerList blog and be available to answer questions that any members of theBrokerList 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.


Please contact our exclusive representative, Jay Goldblatt to learn more about the subject of “Checkbook IRA” and much more. Jay can be reached by calling (800) 395-5200 ext 313


About theBrokerList: Founded in 2011, theBrokerList is the commercial real estate community’s first free online platform for finding brokers, deals, services and vendors. Founder Linda Day Harrison, a career commercial broker in Chicago, saw the need for an online community where brokers could connect with each other and with vital services and tools to make them more productive. She also made it theBrokerList’s mission to bring awareness and attention to the commercial real estate field, which is too often lumped in with residential realty. With more than 3200 members, theBrokerList continues to grow rapidly, offering members pages where they can publicize their listings, property types needed and completed transactions. The website’s marketplace lists carefully screened vendors, and its blog is a forum where members and visitors can read some of the latest ideas in commercial real estate.


About Broad Financial: Broad Financial was originally founded in October 2004 as a private real estate firm focusing on the development of residential, retail, and industrial real estate along the East Coast. Then in January 2009, our focus experienced a paradigm shift. When our partners invested their IRAs, they followed the well-trodden path to invest exclusively in Wall Street products, i.e. stocks, bonds, and mutual funds, because for years they had been ingrained with the notion that IRAs are limited to those types of investments.  When Broad Financial tried to diversify its IRAs into the world of real estate and other non-Wall Street investments, the answer came back in the negative. 

The status quo continued until the market crashed in October 2008 and the standard IRA lost nearly 40% of its value. At that point Broad Financial became determined to regain control of the IRA platform, divest it from Wall Street, and allow investments in those areas experiencing positive earnings. In January 2009, the company established the system for upgrading an IRA into the self-directed format, and this blossomed into the complete self-directed checkbook control platform that Broad offers today.

Broad Financial allows you to take direct control of your retirement investing through a self-directed IRA or a self-directed Solo 401(k) platform. These plans allow you to invest retirement funds in nearly any type of asset, including real estate, new companies, and precious metals.   

We’re here to encourage you to take full control of your retirement funds, to invest only in what you understand and believe in, and to create the personal wealth you deserve.

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08/14/2015 - 10:00



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