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DOC of Broad Financial, the industry leader for self directed IRAs, Solo 401(k)s, and small business retirement plans.
Daniel is the DOC of Broad Financial, the industry leader for self directed retirement accounts. He's an engaging and knowledgeable source on all things retirement, (which means he's often standing alone at cocktail parties.) While not expounding on self direction, Daniel and his family live and play in Wesley Hills, NY.
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