Contact Us

Please feel free to contact us at any time if you have questions about the Check Book IRA structure. We’re always happy to talk over any ideas you have for investments and explain how those investments might work with a Check Book IRA. We enjoy hearing from current clients as well, so drop us a line if you get time.

If you have any suggestions regarding our site, we’d love to hear them. If there’s something you’d like to see on here but don’t, or if there’s something that could be laid out in a clearer fashion – let us know and we’ll see what we can do about it ?

Oh and by the way, we don’t spam you either.

Jordan & Steve Sheppherd, Owners

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    Account Information

     

    Ready to talk to one of our professionals about a CheckBook IRA or solo 401(k)?

    Email us at [email protected] or call us at (800) 482 2760

    Partnership

     

    Are you interested in learning more about our affiliation program?

    Email us at [email protected] or call (800) 482 2760 and ask for Peter Rizzo.

    Press

     

    Are you a member of the press, media outlet or an educator inquiring about our expertise with the CheckBook IRA or Solo 401(k)? 

    Email us at [email protected] or call (800) 482 2760 and ask for Peter Rizzo.

    Presentations

     

    If you would like to arrange for one of our professionals to do a presentation for your group or appear for an informational show. 

    Email us at [email protected] or call (800) 482 2760 and ask for Jordan Sheppherd.

    Clients

     

    If you’re an existing client with a question regarding your checkbook controlled retirement investment plan. 

    Email us at [email protected]

    Billing Questions

     

    Any questions that need the expertise of our Billing or Accounting Department. 

    Email us at [email protected] or call (800) 482 2760 and ask for Alisha Bennett.

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    (800) 482 2760

    Redmond OR | Scottsdale AZ | Minneapolis MN

    915 SW Rimrock Way, Ste 201, Redmond, OR 97756

    Fax: 866.302.5992
    M-F 6:00 am-5:00 pm PST