Meet With A Specialist

To schedule a new account phone appointment with one of our experienced Senior SDIRA Managers regarding a self-directed IRA or Solo 401(k) please choose from the calendars listed below and select a day and time that works best for you.

*Existing Clients call between 8 am to 5 pm Monday to Friday, Arizona MST at (602) 899-9396

Self-Directed IRA Specialists

Available 8 am to 5 pm MST Monday to Friday

With Jessica Scott for a 30-minute Quick Start Call to set up a new Self-Directed IRA.

With Jay Briggs for a 30-minute Quick Start Call to set up a new Self-Directed IRA.

Solo 401(k) Specialist

Available 8 am to 5 pm MST Monday to Friday

With Solana Raybon for a 30-minute Quick Start Call to set up a new Solo 401(k).

Self-Directed IRA or Solo 401(k) Specialist

Available 8 am to 5 pm MST Monday to Friday

With Misty Pasco for a 30-minute Quick Start Call to set up a new Self-Directed IRA or new Solo 401(k).