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Relationships Matter

Let’s work together to help your clients grow their retirement savings

A partnership with Safeguard Advisors can help you grow your business and better serve your clients.

We engage in winning strategic relationships with a variety of investment, real estate, and financial professionals, including:

  • Investment Sponsors
  • Fund Managers
  • Turnkey Property Providers
  • CPAs, CFPs & Attorneys
  • Multifamily Syndicators
  • Note Brokers
  • Real Estate Agents
  • Financial Advisors

How can we help you?

Leverage our expertise

Are you an investment provider seeking to attract capital?  There are trillions of dollars of IRA money looking for solid returns, and most investors don’t even know their IRA can invest in anything other than stocks, bonds, and funds.   Let us help you raise awareness about the potential to invest in your opportunity with tax-sheltered retirement savings.

If you are a financial advisor, CPA or other professional, you may have clients asking how they can diversify into alternative assets.  We can help you provide them with the answers and services they need.

The bottom line is that you do not need to be an expert in self-directed IRA plans.  We have that covered.  You can focus on adding value to your client relationship with your core services, and let us do what we do best – help your clients succeed.

We’d love to hear about what you do, and see how we can help you expand your reach with self-directed IRA and 401(k) investors.

 

Leverage our expertise

Are you an investment provider seeking to attract capital?  There are trillions of dollars of IRA money looking for solid returns, and most investors don’t even know their IRA can invest in anything other than stocks, bonds, and funds.   Let us help you raise awareness about the potential to invest in your opportunity with tax-sheltered retirement savings.

If you are a financial advisor, CPA or other professional, you may have clients asking how they can diversify into alternative assets.  We can help you provide them with the answers and services they need.

The bottom line is that you do not need to be an expert in self-directed IRA plans.  We have that covered.  You can focus on adding value to your client relationship with your core services, and let us do what we do best – help your clients succeed.

We’d love to hear about what you do, and see how we can help you expand your reach with self-directed IRA and 401(k) investors.

 

Schedule a call

Whenever I send my investor clients to Safeguard, I know they will receive exceptional service and great value. I appreciate having a trusted resource I can rely on to help my clients gain control of their retirement savings and invest in my deals.

~ Tony R. – Syndicator – Dallas, Texas

Brian Eastman, President & Senior Consultant

Mr. Eastman has helped thousands of clients take control of their retirement investing while acting as a leader and innovator in the self-directed retirement plan industry. A UC Berkeley graduate, Mr. Eastman offers a wealth of experience as an entrepreneur, real estate investor, and corporate trainer in his role as a Senior Consultant. His in-depth knowledge of Self Directed IRA investing, breadth of real world experience, and ability to clearly communicate the ins and outs of retirement investing in plain English, make him a valuable resource to our clients.

Schedule a Consultation Today! Safeguard Advisors, LLC