© 2005-2024 Safeguard Advisors, a subsidiary of Solera National Bank
If you’ve held a retirement account with a conventional financial service firm, then you’re probably used to having your investment options limited to the products sold by that financial firm.
A Self-Directed IRA or Solo 401(k) plan gives you the flexibility to invest as you choose, and take advantage of the opportunities available to you in your local market or your network of associates.
Our specialized self-directed retirement plans are designed to allow for investments in a broad array of asset classes. This allows you to be truly diversified, and expand your horizons beyond conventional financial products into a variety of opportunities, including:
Since our founding in 2005, Safeguard Advisors has established thousands of self-directed plans for investors looking to hold rental properties, private equity, tax liens & deeds and more – all within the tax-sheltered envelope of their retirement plan.
The ability to expand your self-directed IRA’s investment options gives you more direct control of your investment’s performance. Your expertise can be put to work to select the right projects and markets, as well as managing the lifecycle of your investment — from purchase to eventual sale.
I set up my plan for a Self-Directed IRA with Safeguard and am very happy with the service I received. They were very helpful at every turn and always there to help if needed. My advisor explained things so even the most unfamiliar customer could understand the plan and process with ease. I would recommend this company very highly. I think they are a very professional outfit and truly do have the best interest of their clients in mind.
Lief J. – Lakewood, Colorado