About Safeguard Advisors

Our role is to help investors take control of their retirement savings and enable them to achieve better results by investing in what they know.

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Our Mission

At Safeguard Advisors, our mission is pretty simple to express.

Our role is to help investors take control of their retirement savings and enable them to achieve better results by investing in what they know.

To deliver on our promise, we maintain a keen focus on putting clients first. We’re not just in business to deliver retirement plan structures. We are here to enable you to secure and grow your retirement savings.

Since our start in 2005, we’ve built Safeguard Advisors around this focus on client success and established ourselves as respected leaders in the field along the way.

Personal Service

As a client of Safeguard Advisors, you will have a dedicated consultant to guide you. From your introductory consultation, through the implementation process, and as you invest with your self-directed retirement plan, your Safeguard consultant will be there to guide you.

This personal, one-on-one service allows us to make sure you are always getting the best possible information specific to your unique situation and goals.

Educators First

Your self-directed retirement plan is simply a tool. In order to get the most out of that tool, you need to know how to use it properly and effectively.

Our process starts by learning about you and your investment goals. We then help you to understand your various options and identify the most suitable plan format to achieve those goals. This process allows us to develop a strategy for quickly and efficiently putting your plan into action.

As you invest, you’ll have ongoing access to quality guidance. Whether you need help understanding IRS guidelines related to a particular investment strategy or just need help making your annual IRA contribution, we’re here to help.

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Expertise Matters

At Safeguard Advisors, our team of investment, real estate, and legal professionals is uniquely capable of providing the full range of ongoing consulting services you need to invest with confidence.

Safeguard consultants are skilled educators, with years of direct experience in this field. We invest in alternative assets such as real estate ourselves. We understand the practical realities that face investors in the real world, and how to navigate a wide variety of investment transactions within the framework of a self-directed retirement plan.

We also have in-depth knowledge related to the tax code and how it applies to investments in real estate, venture capital and other non-traditional opportunities.

Self-directed retirement plans are our specialty. Over the many years we have been offering these services, we have developed the unique combination of knowledge sets necessary to help our clients in the most comprehensive manner.

Always Innovating

Safeguard Advisors did not invent the concept of self-directed retirement plans with checkbook control. When we started in 2005, however, we were one of the very first firms to specialize in this service and utilize the power of the internet to bring these little-known structures previously only available to the very wealthy within reach of individual investors.

We’re flattered to see the many firms that have followed in our footsteps and helped develop a robust industry around this once-novel concept.

Over the years we have continued to evolve our business in ways to deliver the most comprehensive set of self-directed plan formats in the industry. We also continue to leverage technology to create efficiencies in our processes, make ourselves accessible to our clients, and ensure the highest level of data security.

Superior Value

Providing a great service to each and every client we work with is important to us here at Safeguard. We also understand that cost is important, and strive to deliver our services in the most efficient and cost-effective manner possible.

We are confident that when you evaluate the full range of professional plan setup and ongoing advisory services we provide, you will see that Safeguard Advisors represents the best overall value in the industry.

But don’t just take our word for it. Ask our clients. About 40% of our business comes from client referrals. This tells us we have delivered on our promise to those clients and earned their trust and recommendation as a result. To us, that is our number one indicator that we are executing on our mission.