Our Mission

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

At Safeguard Advisors, our goal is to empower investors to take control of their retirement savings and achieve better outcomes by investing in areas they understand. Since our inception in 2005, we have focused on delivering self-directed retirement plan structures that enable individuals to grow and secure their retirement savings.

This commitment to client empowerment has established Safeguard Advisors as a trusted name in the industry. By providing the necessary tools and resources, we help investors unlock the full potential of their retirement accounts and take confident steps toward shaping their financial future.

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.