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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...
Category Archives: General
Warning: Stock Market Bubble!!!
Question: What does the 2002-07 housing and mortgage bubble have to do with the current stock market bubble? Answer: Everything. Both have been created by BAD government policy, easy money and greedy Wall Street players. Yesterday, CNBC’s stock market expert, … Continue reading
Stock Market: What’s Real, What’s Not?
The word “illusion” conjures up images of the movie “The Matrix”. In that world, Neo (Keanu Reeves) discovers that the world he has taken for granted his entire life, is an illusion. Unfortunately, the world we live in today bears … Continue reading
2013 Real Estate Investor Forecast
Here’s what you need to know if you’re thinking about investing in single family, income producing property in 2013: Even after 5 million foreclosures, there is still an excess supply of single family homes, relative to demand. Home prices will … Continue reading
Undecided About Real Estate Investing?
According to a recent survey (a joint BiggerPockets.com/Memphis Invest venture), “investor owned homes have established single family rentals as a $100 billion business and single family rentals have become so numerous that today they outnumber apartments. And, despite rising prices … Continue reading
Fear Is Not An Option
Fear is defined as “an unpleasant emotion caused by the belief that someone or something is dangerous, likely to cause pain, or a threat”. We are all aware that these are dark and perilous economic times, even though there are … Continue reading
Investor Alert: Self-Directed IRAs and the Risk of Fraud
In September 2011, the Securities and Exchange Commission, Office of Investor Education and Advocacy, published a report entitled “Investor Alert: Self Directed IRAs and the Risk of Fraud”. (http://www.sec.gov/investor/alerts/sdira.pdf) As the report points out, a number of Self Directed IRA … Continue reading
A Moment of Truth
At this moment, in the midst of a Presidential election cycle that is bringing out the very worst in some people, I cannot help but make the following observation: Unless you live in a cave, or under a rock, you … Continue reading
Dow Jones 13,000…Real or Fake?
In the last four years, we’ve seen the Dow Jones Industrial Average go from 8776 on December 31, 2008 to over 13,000 as of the date of this posting. Is it a coincidence that global central banks have pumped nearly … Continue reading
Rental Homes: New Asset Class…for Wall Street?
The Wizards of Wall Street Are Back With A New Twist Certain venture capital companies are promoting a “new” asset class to be sold as securities…single family home rentals! Remember the last time Wall Street created a new asset class? … Continue reading
How To Plan For Retirement
The first Baby Boomer turned 65 in 2011. The biggest population segment (28%) now heading into retirement is expected to live 20, 30 or even 40 years past their retirement age. With the Wall Street yo-yo effect over the last … Continue reading
