Services, Plans, Investments
Investing with a Self-Directed Retirement plan is very different than just opening an account and picking a few stocks or funds. With the freedom to invest in a wide variety of opportunities comes a need to understand and operate within IRS rules so as to maintain the tax-sheltered status of your funds.
Having the right plan supported by a knowledgeable and helpful guide is key to your success.
At Safeguard Advisors we have been leaders in the specialty field of tax-sheltered alternative asset investing since 2005. We’ve worked with thousands of clients all across the country with a broad range of investment interests. Through this depth of experience, we have designed our business model in a way that promotes your success.
Services
Our comprehensive services are delivered in two key phases:
- 1. Crafting a custom plan that puts you in full control of your investments.
- 2. Providing access to a wealth of knowledge through carefully curated articles, learning, research hub.
We have developed a secure, efficient process to get your plan up and running as quickly as possible. Most plans are funded and ready to invest within 2-4 weeks, depending largely on the transfer timeline from your current IRA or 401(k). During the setup process, our team delivers exceptional service, ensuring a smooth experience and the utmost security for your personal information. With years of experience and thousands of plans successfully implemented, we continually refine our approach to better serve your needs.
Customized Plans
Every investor is unique, and we believe your plan should reflect that. Rather than offering one-size-fits-all solutions, we provide a range of plan formats tailored to align with your retirement funds and investment goals.
Our relationship begins with a complimentary introduction to understand your objectives and identify the ideal plan for your needs.
Safeguard Advisors offers three types of plans with checkbook access across all 50 states:
Investments – Diversify with alternative assets:
Our specialized self-directed retirement plans allow for almost unlimited investment choices. The IRS rules only prohibit a few types of investments, including life insurance, collectibles and sub-chapter S corporation shares. Everything else is possible.
Our self-directed retirement plans provide access to an expansive range of investment opportunities. While the IRS restricts certain assets such as life insurance, collectibles, and sub-chapter S corporation shares, nearly all other investments are viable options.
We empower you to invest in areas where you have expertise or a strong understanding. Examples of investments our clients pursue include:
- Rental Property
- Private Company Stock
- Cryptocurrencies
- Private Investment Funds
- Apartment Syndications
- Mortgage Notes and Trust Deeds
- Crowdfunds Ventures
- Accounts Receivable Factoring
- Oil, Gas & Mineral Rights
- Personal Business Venture
- Traditional Financial Products (e.g., Stocks and Funds)
- And much more.
More important that the “what” is the “how”. Certain transaction structures are more favorable to an IRA investor than others. It may be better for your plan to be a lender than an equity partner in some cases. The use of leverage such as mortgage financing can really accelerate the growth of your IRA, but does come with additional administrative requirements.
When you have Safeguard Advisors on your team you can invest with confidence that you are engaging in best practices while growing your tax-sheltered retirement savings.
