Thank you for requesting a free Self Directed IRA consultation with Safeguard Financial. We will review your information and respond to you via e-mail confirming an appointment time within your stated preferences.
If you would prefer to set a specific appointment time, you are welcome do so. Please contact us at 877-229-9763. We’ll be happy to arrange a time that works best for your schedule.
If both you and your spouse will be investing, it would be beneficial if you can both participate in the consultation, but this is not required.
Our business hours are Monday through Friday, 8:30am – 5:00pm Pacific time.
We look forward to the opportunity to get to know you, understand your investment goals, and provide you with the tools and information to confidently take control of your retirement investing.
