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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.

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


I wanted to say how much I appreciate all the help you have provided me during this LLC process. You have been very clear and proactive at all times and if I get the chance to send other clients to Safeguard, please know what a large part you’ve played in my recommendation. Thanks again, I’ve enjoyed working with you.”

~ Scott A. – Rapid City, South Dakota

Thank you so much for all of the assistance. Getting this Self Directed IRA set up has been a very professional experience. You have done everything as promised without exception. In today’s less than perfect service environment, your attention to detail and communication has not gone unnoticed.”

~ Bob W. – Huntsville, Alabama

Wow – that was fast. Thanks for turning this around so quickly!”

~ Anne F. – Monrovia, California

I have had the pleasure of working with Safeguard Advisors for quite some time. I first contacted Safeguard as a financial advisor on behalf of one of my clients who wanted to purchase Real Estate. After working my way through a number of companies (including custodians whose fees were too expensive), I finally found Safeguard and learned of the “checkbook control” that their plan allowed. What an amazing concept!

From day one, the Safeguard Advisors have been a wealth of knowledge and I have recommended their services dozens of times. But, more importantly – I now have my own Self-directed 401(K) that has “checkbook control”. Need I say more?”

~ Jay A. – Austin, TX