Tim answered my questions very quickly, and no issues occurred what so ever. Blue Diamond documents and Tim have clearly done this before! Take charge of your retirement and feel empowered.
-Philip A. From Dana Point California April 2011
Thanks Katie. You and your office do an excellent job, very efficient and thorough. That’s not easy to find. I appreciate it.
-Lynn R. From Milford Massachusetts April 2011
Recently Mr. Schubert assisted me in setting up a self-directed IRA limited liability company (LLC) so that I could have checkbook 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
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 recomend him for setting up LLC’s for self directed IRA’s.
-Brad M. From Scottsdale Arizona May 2010