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Trusted Experts Serving the Bigger Pockets Community

Safeguard Advisors is a leader and innovator in the specialized field of self-directed IRA and Solo 401(k) plans offering checkbook control. For years, we have been a trusted member of the Bigger Pockets community. We’ve had the honor of working with hundreds of Bigger Pockets investors to help them invest their tax-sheltered retirement savings into real estate.

Expertise Matters

Self-Directing a retirement plan involves a lot more than just setting up an account with the capacity to invest differently. When you take full control of your retirement savings, you want to be sure you understand important IRS guidelines and how they intersect with the specifics of your situation and investing strategy.

At Safeguard Advisors, our team has more than a dozen years of experience in the field, and the necessary tax, legal, and real estate expertise to help you invest with confidence. Since 2005, we’ve worked with thousands of investors from all across the country, and earned a A+ rating (link) with the BBB along the way.

The Right Plan Matters

Self-directed retirement plans come in several varieties. Identifying and selecting the right plan for your individual situation and goals is a priority. Safeguard Advisors offers self-directed IRA and Solo 401(k) plans that put you directly in control of all transactional activities. In doing so, we eliminate the paperwork, processing delays and per-transaction fees associated with 3rd party IRA custodians.

For most real estate investors, these checkbook control style plans provide significant benefits in terms of increased responsiveness, greater control, and lower lifetime operating costs.

It All Starts with a Conversation

By far the best and most effective way for you to learn about your options with a self-directed retirement plan is to have a brief, no-cost conversation with one of our expert advisors. We’ll save you hours of chasing down rabbit holes on the internet and help you to quickly chart a path towards success. We’ll start by identifying the best plan format for your purposes. We’ll also help ensure your intended investment strategy is in alignment with the IRS rules.

Your education is key to your investing success… and is our number one priority.

If you are ready to unlock your retirement plan and take full control of your investments, give us a call today. We’re ready to help.

Use the calendar below to schedule a call with a Safeguard Advisor

You may schedule an appointment up to 10 days in advance.


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