Self Directed IRA Info

Timothy Schubert has worked in the retirement industry since 1997. Tim earned his Certified IRA Service Professional (CISP) designation in 2002 from the American Bankers Association. Currently he manages five different self directed IRA LLCs with alternative investments like gold and silver. Tim has been educating hundreds of IRA account holders on the power of self direction and how to control there retirement funds and assets thru a checkbook control IRA.

In my client's words:

Recently Mr. Schubert assisted me in setting up a self-directed IRA limited liability company (LLC) so that I could have control of my funds. His years of experience in helping others with self directed IRAs was evident in the breadth and detail of the answers he provided to my many questions. And each time I had a new question or needed instructions, he was always reachable by phone and very prompt in his replies to my emails. The same promptness was applied to the filing of my articles of organization, the paperwork that must be submitted to the state. I received notice of state approval of my new business entity and my LLC operating agreement by email in seven (7) calendar days. I also received clear and concise instructions on getting my custodian's approval of the new LLC and how to fund the new company.

Working with Mr. Schubert was, and continues to be, a pleasure. I had a choice of several professionals to assist me in forming my self-directed IRA LLC. In the end, it was Mr. Schubert's accessibility and broad base of subject matter knowledge that won me over. I am completely satisfied with my experience: prompt, concise, professional, and comprehensive. Because of this, I have already referred several colleagues to him for the excellent services he provides and am looking forward to working with Mr. Schubert again in the future.

Chris N. From Phoenix Arizona May 2010

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Timothy's professionalism and attention to detail helped greatly as he navigated me through the entire process.  I had a lot of questions and he was always quick to respond with answers.  I expected the process to take up to a month, but with Timothy's help I was able to get everything completed in less than a week.  I would highly reccomend him for setting up LLC's for self directed IRA's.

Brad M. From Scottsdale Arizona May 2010