Contact Us

We’re here to help!

Have questions? We have answers.

Interested in finding out more about self-directed IRAs or have a question about your existing account?  Call or email our office and one of our staff members will be ready to assist you!


Phone: 214-739-1977

Fax: 214-739-1987

Mailing and Overnight Address:

8226 Douglas Ave, Suite 520
Dallas, TX 75225

Forms can be submitted by email, fax or mail.  In most cases we do not require original documents to process your request, but you may be contacted should an original form be required. If your request is time sensitive, we recommend calling our office to determine if an original is required.