You’ve worked hard for your money.

Let us help you take control of it.

We’ve heard about the IRA rollover headaches. So at Investment Resource of AZ, LLC we’ve made it our mission to provide an aspirin-free experience.

We are service-oriented and detail-minded.  We love face-to-face meetings but also can handle the whole process conveniently by phone, email, fax or mail.  While it typically takes 7 to 21 days to create a self-directed IRA, we are often able to complete the process faster.

Enjoy the peace of mind that comes with knowing we are with you every step of the way, streamlining and making sure you understand the process. Then you can start to live the life you’ve earned and invest in the assets you decide.

Call or email us today for a no-obligation consultation to find out how.

602-773-5801 | Evelyn@azirarealestate.com

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“Savvy investors love that self-directed IRAs put them in control of their financial future.  We provide a smooth process to help more investors enjoy the benefits of making their own investment decisions.”

—Evelyn Carey Founder, Investment Resource of AZ, LLC

Tax Advantages

Investing through your self-directed IRA provides opportunities for tax deferred and tax-free gains.

Diversification

Diversify your portfolio by investing in both traditional (stocks & bonds) and non-traditional assets.

Liability Protection

Through an LLC that is owned by your IRA, you enjoy limited liability protection in your investments.

Access to Funds

A checkbook IRA gives an investor direct access to funds so you can get your deals done with no delay.

Testimonials

We have known Evelyn for many years now, and when it came time to do something with a 401(k) account from a previous employer, turning to Investment Resource of AZ was the obvious choice. Evelyn’s detailed knowledge regarding investment account rollovers, along with her extensive experience in real-estate investment management, eliminated any questions we might have had regarding moving this part of our retirement portfolio into a self-directed IRA. We have comfortable peace of mind because she pays meticulous attention to detail, keeps us informed at each step of the process and helps us understand the requirements and benefits to owning a self-directed IRA. It feels great knowing that we are now in control of part of our investment portfolio, and we have Evelyn and her team at Investment Resource of AZ to thank for that!

Shawn and Lisa Abadie- Real Estate Investors (Scottsdale, AZ)

I have the pleasure of working directly with Evelyn Carey of Investment Resource of AZ, LLC, as well as with her clients who are looking to expand their retirement horizons via self-directed investing. Evelyn has a vast knowledge of self-directed IRAs and is happy to share her insights and high-quality investment ideas to help investors get out of the stock market or other “traditional” retirement strategies. I always look forward to working with Evelyn and her investors.

Thomas Gastanaga- INCOMING TRANSFER SUPERVISOR, IRA Services Trust Company

Having worked with Evelyn the last three years, I have seen her working tirelessly with the goal of making customers happy. And she has obviously mastered that art, because all of her customers seem to love her and rave about her services!

David Swaim- OWNER, SERVICE STAR REALTY

After watching my IRA investments earning a very low rate of return for years, I was ready to seek other opportunities for investments. I had property investments in mind, and I’ve been told by several financial advisors that IRA funds can be transferred to a self-directed IRA account. My biggest problem was finding someone I could trust and had the knowledge to complete the process.

Evelyn Carey explained the entire setup and process. It was flawless, much easier than I thought. I couldn’t have done it without her help and expertise in processing the documents needed from A to Z.

 

Randall Wieseler- REAL ESTATE INVESTOR (PHOENIX, AZ)

Evelyn Carey has been a business associate for years and has also since become a friend.  She has the amazing ability to combine her extensive financial knowledge and abundant energy with a genuine care for her clients’ needs.  It quickly becomes clear that she believes in building long-term relationships with all those around her – not only meeting needs, but exceeding them.  I highly recommend Evelyn Carey.

 

Jennifer Towner –HomeSmart Realtor and Founder of Scottsdale TC (Scottsdale, AZ)

I have worked with Evelyn Carey for a number of years, always with a positive outcome for our clients. Evelyn is prompt, professional and very knowledgeable. She has extremely high standards for herself and those with whom she works, demanding—and delivering—top-quality work for her clients. When she says something will get done—and on time—you can count on it. On top of that, she is a joy to work with. I heartily recommend her to anyone looking to roll over some or all of their retirement funds into a self-directed IRA, so they can invest in alternative investments (i.e. real estate, secured loans, precious metals, etc.) over which you have more control.

Michael McNair- TRUST OFFICER, IRA Services Trust Company