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Get Started

The Road to Unlocking your Retirement Plan Starts With a Conversation

If you would like to understand your options with a self-directed retirement plan, we look forward to speaking with you.

One of our expert self-directed IRA consultants will be happy to help you determine which plan format will be best for your situation and goals, ensure your investment strategy conforms to IRS guidelines, and provide full details on our professional plan implementation and support services.

We firmly believe the most powerful tool to help you achieve success is quality information specific to your individual needs.


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I set up a self directed IRA with Safeguard and the entire process could not have been easier. They guided me every step of the way and were always available to answer any questions I had. I highly recommend Safeguard!

~ Allan E – Bristol, Wisconsin

It has been a pleasure working with Safeguard Advisors. They have been prompt, professional, courteous, informative and spot on regarding the setup of my Checkbook IRA. Follow up communications have been quick and extremely helpful. I can’t recommend Safeguard Advisors highly enough.

~ Jeff R. – Birmingham, Alabama

Safeguard is great! Highly recommend them. Very efficient and knowledgeable.  Excellent customer service.  Answered all my questions quickly and expertly.

~ Lance R. – Fulshear, Texas

Safeguard Advisors provided excellent service and an excellent product. They were prompt, courteous, knowledgeable, and professional in all points of contact. I highly recommend them if you are considering a checkbook IRA.

~ Cheryl N. – Lexington, Virginia

I can’t explain how excited I am regarding this investment strategy.  I’ll be 50 in a few months, and a year ago my idea of planning for retirement had many “what ifs”.  This has opened the door to a better path of retirement planning on the investment side than I have ever seen.  By the way, I have a Bachelor’s degree in finance with an emphasis in investment.  They never taught this.

~ Doug R. – St. Louis, Missouri

It took me 2 years to make the plunge and get started with a self-directed IRA, but Safeguard made it easy! I was rolled over and invested in an apartment complex in less than a month even while I was overseas.

~ Joshua L. – Eagle River, Alaska

Thank you for helping me setup my SDIRA. I knew establishing one was the best thing I could do to accelerate my retirement portfolio. You gave me the confidence to pull the trigger knowing I had the right team working for me!

~ Todd L. – San Jose, California

I set up my plan for a Self-Directed IRA with Safeguard and am very happy with the service I received. They were very helpful at every turn and always there to help if needed.  My advisor explained things so even the most unfamiliar customer could understand the plan and process with ease. I would recommend this company very highly.  I think they are a very professional outfit and truly do have the best interest of their clients in mind.

~ Lief J. – Lakewood, Colorado

You helped me set up my self-directed IRA earlier this year. I have now invested in three rental properties and the returns from those are going to allow me to actually retire when I reach full retirement age in 5 years.

~ Joe T. – Garland, Texas

I got a lot of important information about the industry and the benefits of going with a Company like Safeguard Advisors. I liked the reduced expenses and the freedom to have more control over the process. Ultimately it was the professionalism, thoughtfulness and care exhibited by all the employees involved in the onboarding process. I look forward to having the resources available to me with my investments and highly recommended this service….

~ Jeff M. – Corona, California