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 links below:

Checkbook IRA

Checkbook IRA

Solo 401(k)

Solo 401(k)

Business Funding

Business Funding

Safeguard Financial is an innovative provider of Self Directed IRA plans for individuals and entrepreneurs who want to take control of their own wealth building future. As the “Value Leader” in our industry, we offer a Low Cost Guarantee and lifetime consultation services for our clients. Regardless of your investment focus, our professionals have the expertise to help you accomplish your goals quickly, cost effectively and with the highest level of confidence.