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.
Schedule a Consultation
If you would prefer to set an appointment that works best for your schedule, please click on the button below.
Schedule a consultation
Request a Call
Use the following form to have a Safeguard consultant reach out to you by phone.
"*" indicates required fields
I want to thank you for your support, help and guidance in this endeavor. I invested $400,000 in purchasing rental properties. Over the years I collected around $600,000 in rent and then sold the properties for $1.5 million. I just wanted to share my success story and thank you for your help.
~ Ron M. – San Diego, California
You assisted me with setting up a self-directed IRA in early 2019. I know I mentioned it at the time, but I still think it was one of the most positive professional experiences I’ve ever had. Everything was very well-organized and you and your team were incredibly responsive!
~Andrew M. – Pittsburgh, Pennsylvania
As usual, even greater concentration of pertinent info than I hoped for. Much appreciated and very helpful.
~ David M. – Longwood, Florida
Thanks. I love working with people who do what they say they are going to do!
~ David H – Ormond Beach, Florida
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