Self-Directed IRA & Solo 401(k) Plans.
Easy, fast and affordable.
Make an investment…by simply writing a check or wire
transferring funds from your bank account.
A Name You Can Trust.
Safeguard is a name you can trust. We maintain an A+ rating with the Better Business Bureau (BBB) and we have never had any type of complaint lodged against us. Thousands of clients in all 50 states attest to our competency and integrity. All legal document work is performed by our tax attorney who has been structuring Self Directed IRA & 401(k) plans for almost 20 years. He holds an advanced degree in taxation and he is a licensed CPA.
What You Can Expect From Us.
Education & Consultation
Expert education and consultation to assist with identifying the best plan to meet your investment goals.
Filing & Processing
Complete plan set up including, filings, legal documents, processing, and rollover & transfer of retirement funds.
FREE lifetime support, including maintenance of your self-directed plan, and investment strategies & options.
Who has control of your funds?
Custodians and administrators that set up Self Directed plans require you to fill out paperwork and wait for processing each time you make an investment. They control the checkbook, write the checks or pay the bills and you’re charged a fee for each transaction. Safeguard’s Self Directed plans cut through the red tape by giving you “checkbook control” of your retirement funds through a local bank account. No hassles. No transaction fees. You make investments simply by writing a check or sending a wire transfer.
Is “Checkbook Control” for you?
Not everyone should set up a Self Directed IRA or 401(k) (with checkbook control) and take on the responsibilities that go along with operating this type of plan. However, if you generally agree with the following affirmative statements, then the answer is…YES, you’re qualified:
- I manage my affairs, and life events, in a decisive manner.
- I’m interested in learning and experiencing new things.
- I prefer to have the most control I can over my personal finances.
Interested In Real Estate Investing?
While there are many allowable alternative investments, most clients want to invest in Real Estate, and that’s where our expertise adds incredible value. Our team of expert Self Directed IRA & 401(k) Advisors are real world investors who use their own retirement funds to invest into income-producing real estate. Through our sister company, Safeguard Capital Partners, investors have the option of purchasing fully-managed rental properties or holding a private mortgage with real estate as security. Investments are designed to eliminate the hassles of finding, buying and managing income-producing real estate, and to supplement a local investment strategy.
Would you like to finance and run a small business?
We help people like you.
With thousands of clients in all 50 states, chances are some of them are your neighbors, family or friends.