Thank you for scheduling a time to talk with a Safeguard Advisor.
You should see a calendar invite in your email soon.
Your Safeguard consultant will evaluate your investment goals and situation, and provide information on the best self-directed plan format for your needs.
Someone from our team will call you at the scheduled time using the phone number you have provided.
Here are some great resources to read prior to the meeting:
- For more information about Self-Directed Plan Types: https://ira123.com/self-
directed-plans/ - For other investment options: https://ira123.com/invest/
- And, for general information, our Learning Center is very helpful: https://ira123.com/learn/
Thank you!
