Contact Us

Vantage Retirement Plans, LLC
20860 N Tatum Blvd. Suite 240
Phoenix, AZ 85050
Get Directions

Toll Free: (866) 459-4580
Phone: (480) 306-8404
Fax: (480) 306-8408

Office Hours
Monday to Friday
9 a.m. – 5 p.m. Arizona Time
Closed daily for lunch from 12 p.m. – 1 p.m.

Office Closures
Thursday, July 4th – Friday, July 5th
Closed in observance of Independence Day.

Thursday, July 25th – Friday, July 26th
Closed for an all-company event.

Friday, August 2nd (12:00pm to 5:00pm)
Closed for an all-company meeting.

Have Questions? Send us a message.
Credit Card Authorization
Billing Inquires
Change of Address
Change of Beneficiary
Deposit Coupon
Interested Party Designation
Limited Power Of Attorney
Payment Authorization Letter
Fair Market Valuation
General Client Inquiries
Buy Direction Letter
Operating Agreement
Private Placement Disclaimer & Indemnity Agreement
Sell Direction Letter
Supporting documentation for all non-real estate transactions
Fee Schedule
Supporting documentation
Any precious metals transaction documentation
Real estate Contracts
HUD statements
Supporting documentation for real estate transactions
Rollover Certification
Supporting documentation for transfer requests