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Client Testimonials
“I’d like to take ths opportunity to tell you how completely satisfied I am with your setup of my Self Directed Checkbook IRA.I talked to two other companies before deciding to use you. You were clearly highly knowledgeable on this subject. I did have some “concern” about using a company I found via Goggle search, but my instincts told me your firm was the best choice. The setup process could not have been more professional or gone more smoothly. I was under a bit of a time crunch to meet a foreclosure auction date and you did a fantastic job.
I’ve already used the Self Directed IRA to purchase two investment houses; one at foreclosure auction, the other from Bank REO. I’m very happy I can use my IRA to take advantage of these Real Estate opportunities. I will also be using the Self Directed IRA for private secured lending, and already have one small loan in process. Sure beats the bond funds I had part of my IRA allocated to…”
~ Gary J. – Kent, Washington“Over the years, my wife and I grew tired of seeing our retirement savings become a barometer of economic sentiment through equity index investing. Even after years of working in the financial industry, we had no idea that we could invest our IRA’s and 401k’s in investments other than stocks, bonds and mutual funds. Robert Hubbard and Safeguard Advisors have been instrumental in educating and directing us in changing the way we plan for our future.A year ago, we purchased our first rental and commercial property with an Self Directed IRA LLC and are now planning to purchase a vacation rental property with a Solo 401k. We no longer feel that we are risking our future on the irrational behavior of fund managers on Wall Street.”
~ James & Christy M – Louisville, Kentucky"I have had the pleasure of working with Safeguard Advisors for quite some time. I first contacted Safeguard as a financial advisor on behalf of one of my clients who wanted to purchase Real Estate. After working my way through a number of companies (including custodians whose fees were too expensive), I finally found Safeguard and learned of the “checkbook control” that their plan allowed. What an amazing concept!From day one, the Safeguard Advisors have been a wealth of knowledge and I have recommended their services dozens of times. But, more importantly – I now have my own Self-directed 401(K) that has “checkbook control”. Need I say more?”
~ Jay A. – Austin, TXRead More...
Author Archives: Brian
For Real Estate Investors Only…
Why do we keep writing about Real Estate investing using a Real Estate IRA? Because, the distressed property market is producing huge returns for our Self Directed IRA & Solo 401(k) clients, and the investment opportunity in this market isn’t … Continue reading →
Come Prepared for the Best Deals
Distressed properties continue to be the primary investment interest of the hundreds of self directed investors we speak with every month. This is no surprise, as distressed home sales continue to make up about 30% of total home sales nationally … Continue reading →
Real Estate IRA – Made Simple
Investing in real estate with a self directed IRA or 401(k) is really a simple process. As we educate investors on the fantastic opportunities to grow their retirement wealth by diversifying into solid assets such as real estate, this basic … Continue reading →
5 Keys to Investing Success
At Safeguard Financial, we speak with hundreds of investors each month interested in using a self directed IRA to gain more control over their retirement investing. Whether these clients are seasoned pros or new to the concept of managing their … Continue reading →
Who Qualifies for a Solo 401k Plan?
So you’re not currently self-employed and you think you don’t qualify for a “sole proprietor” 401(k) plan? Think again. You can set up a Solo 401k even if you already contribute to an employer sponsored retirement plan….and, there are HUGE … Continue reading →
Your Investment Portfolio: Smart Diversification
One of the first things we learn as investors is the importance of diversification. How many times have you heard the expression “Don’t keep all your eggs in one basket”? A well balanced investment portfolio, we are told, should provide … Continue reading →
IRAs and Distressed Property – Part 2
This is Part 2 of a 3 Part series exploring the relationship between “distressed” properties and Self Directed IRA real estate investing. In Part 1, we took a look at the opportunity (for investors) created by foreclosures, short sales and … Continue reading →
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