How Our Process Works

No matter which Self Directed IRA Investment plan you choose, you can be assured of prompt, personalized service from our team of professionals at Safeguard Financial. We take care of all the details and ensure that your new Self Directed Plan is established properly so you can invest with confidence.

For an overview of how each of our Self Directed Plans work, click on the images below:

Self-Directed IRA Process

Checkbook IRA

Self-Directed IRA Process

Solo 401(k)

Self-Directed IRA Process

Business Funding

Self-Directed IRA Process

Real Estate IRA

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