SGA to Sense

We want to inform you of an exciting change regarding your self-directed retirement plan. Effective immediately, Safeguard Advisors is transitioning its plan facilitation services to Sense Financial, a highly respected provider with over 40 years of combined experience in the self-directed retirement space.

This transition will enhance your experience by providing:

• Improved service with dedicated support
• Plan document maintenance and updates
• A state-of-the-art client web portal
• Unlimited client support

What’s NOT Changing?

• Your self-directed banking services will remain the same
• There will be no change in pricing for these services
• There will be no cost for this switch

Sense Financial, led by its founder and president Dmitriy Fomichenko, has been serving clients since 2010 and is well known for their expertise and client-focused approach. Their team is fully equipped and eager to provide you with the support you need. If you have any questions about this transition, please contact Sense Financial at clients@sensefinancial.com or (949) 228-9394. We appreciate your continued trust and look forward to ensuring a seamless transition.

Best regards,

Safeguard Advisors