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, TX
Category Archives: Alternative Investment Options
Is the world on the verge of another massive global financial collapse? According to Michael Snyder, the answer is “yes”. His recent article “17 Quotes About The Coming Global Financial Collapse That Will Make Your Hair Stand Up” is a … Continue reading →
Investors are now finally starting to see the opportunity in the distressed housing market. According to the Cogent Research “Investors in Action” report, of the 25% of Americans who have assets sitting in former employers’ retirement plans, about half (42%) … Continue reading →
With unemployment figures sitting at 9% and large businesses downsizing in this battling economy, it comes as no surprise that many people are starting their own businesses, buying an existing business or purchasing a franchise. According to Martin Pucci, Paychex … Continue reading →
Safeguard Financial is a professional advisory firm offering Self-directed IRA & 401(k) plans with “checkbook control”. We are not custodians or trustees. This is a very important distinction and one that every retirement investor should thoroughly investigate. Unfortunately, many investors … Continue reading →
Foreclosures & The Future – Part 1 Because of the unprecedented opportunity to invest into income-producing property with a Self Directed IRA or Solo 401(k), we wanted to continue to shine the spotlight on the topic of “renting vs buying”. … Continue reading →
Foreclosures & The Future – Part 2 The Dow Jones average has crossed the 12,000 threshold and things seem to be looking up for the U.S. economy, but there is much concern about the future. Many individual retirement investors wonder … Continue reading →
Real Estate IRA and Solo 401(k) investors know a secret that most economists, college professors and politicians don’t seem to understand. Here it is: Over the last 50 year cycle of real estate activity, the average rate of appreciation (on … Continue reading →
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 →
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 →
In the late 1970s, the economy was limping along and there wasn’t a great deal of optimism. Mortgage rates were around 10% and home appreciation was running at about the 50 year average of 4.7%. It was during this “boom … Continue reading →