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 or call us at (800) 482 2760



Are you interested in learning more about our affiliation program?

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



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 or call (800) 482 2760 and ask for Peter Rizzo.



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 or call (800) 482 2760 and ask for Jordan Sheppherd.



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

Email us at

Billing Questions


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

Email us at 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