Safeguard’s core business is the set up of powerful and flexible Self Directed retirement plans that give you complete control and check writing authority over your own investment funds. We accomplish this through education, consultation and full-service set up a Self Directed IRA LLC, a Solo 401(k) or a Business Funding IRA. Our tax attorney has been setting up these plans for more than 20 years and he’s also a CPA.
Our approach to doing business in this very complicated, and sometimes confusing maze of information, is to first educate you about your options. We identify your investment goals, determine your suitability for a particular Self Directed plan and then develop a strategy for quickly and efficiently putting your new a plan into action.
The Safeguard Family
You’re very important to us and we do everything possible to insure that you are happy with our services. In fact, once you become a Safeguard client, you’re considered family…and we treat you like it. Ask for help as often as you need it. All of our resources are at your disposal either by phone, email or website help. You’ll be amazed at how quickly we respond. We’re not concerned about the number of sales we achieve each month, we’re far more concerned about meeting individual needs. As a result, upwards of 40% of our business is by referral from existing clients.