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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, please give us a call or fill out the form at right and we’ll be happy to reach out to 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.

Our role is to educate and inform, and we firmly believe the most powerful tool to help you achieve success is quality information specific to your individual needs.

We look forward to helping you unlock the potential of your tax-sheltered retirement savings.

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, TX

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

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 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

Worked with Safeguard to set up a self-directed IRA. VERY helpful and thorough through the whole process. Appreciated the professionalism and knowledge as we talked about the many questions we had. Would highly recommend Safeguard as a place to do business!

~ Bruce B. – Fishers, Indiana

Yes, the LLC has been funded. I am very pleased as to how smooth this process was, and I appreciate the excellent service.

~ Noel G. – Kennebunkport, Maine

Perfect!  Thank you for always being so prompt and responsive.

~ Janet B. – Apache Junction, Arizona

Thanks for everything.  I would recommend you any time!  Ten thumbs up!

~ Scott C. – Spokane, Washington

Outstanding. I appreciate how quickly you respond. Great service!”


~ Dan D. – Raleigh, North Carolina

Words are hard to come by as to the level of respect and appreciation I have for you and your organization.

I appreciate both you and the support you provide.”

~ David W. – Plainfield, Wisconsin