Balance and Annual Fee - I hereby authorize Broad Financial to charge any unpaid balance to my credit card or bank account listed above If said balance is not paid within 60-days of binder ship date. I further authorize Broad Financial to charge the $139 annual fee to my credit card listed above.
Return Policy - As part of our satisfaction guarantee, you can cancel your Ultimate Solo 401(k)® by returning your binder to us within 30 days of placing your order and receive a full refund less a $275 processing fee.
Disclaimer - Broad Financial LLC does not provide legal, tax, or investment advice. Nothing of the foregoing, or of any other written, electronic or oral statement or communication by Broad Financial LLC or its representatives, is intended to be, or may be relied as, legal, tax or investment advice, statements, opinionsor predictions. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.