Rewards Referral

Word-of-mouth referrals from satisfied clients are the lifeblood of our business.

Self-Directed IRA accounts have been around for a long time, but are a very specialized service not offered by mainstream financial services firms. The recommendation of a trusted associate is a significant help to many potential investors considering moving to a self-directed IRA or Solo 401(k) plan, and researching companies that offer such plans.

Many investors don’t even know they can take control of their IRA and invest in real assets such as real estate. Simply by letting your associates know this concept exists, you can open up a whole new world of opportunity for them as the look to maximize their retirement nest egg.

Earn $100 with Each Referral

When you refer someone to us and they setup a plan, we will send you a referral rewards check for $100 as our way of saying thank you.

We are glad that we have earned your trust to the point where you are willing to recommend our services, and frankly would much rather spend our marketing budget with our clients than with the likes of Google and Bing.

Simply use the form at right to let us know about your associate. We will contact them to introduce ourselves and see if one of our plans will be a benefit to them. As always, our approach will be professional and educational. If they like what they hear, great. End of story. There are no high-pressure sales tactics at Safeguard and we will never share their contact information with anyone.

If they would prefer, just have your associate contact us at 877-229-9763. Just be sure they let us know you referred them to us and we’ll be sure to credit you if they establish a plan. Our business hours are Monday – Friday from 8:30am – 5:00pm Mountain time.