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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...
Tag Archives: 401k Investing
IRAs and Distressed Property – Part 1
This is Part 1 of a 3 Part series exploring the relationship between “distressed” properties and Self Directed IRA real estate investing. In Part 1, we’ll take a look at the opportunity (for investors) created by foreclosures, short sales and … Continue reading →
Time Just Ran Out for Wall Street.
Traditional Wall Street wisdom says to “stay the course”…time is on your side. But, a quick evaluation of current economic circumstances suggests otherwise.
Posted in Alternative Investment Options, Business Finance, Franchise Funding, General, News & Articles, Real Estate Investing, Self Directed Investing, The Economy
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Tagged 401k Investing, Add new tag, Checkbook IRA, Finance A Business, Finance A Franchise, Franchise Financing, Real Estate Investing, Real Estate IRA LLC, Rollover 401k, Rollover IRA, Self Directed IRA, Self Directed IRA Business Funding, Self Directed IRA Real Estate, Start Up Capital, Tax Liens, Trust Deed Investing, Working Capital
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401(k) Losses: Who’s To Blame ?
60 Minutes, the CBS Sunday news show, recently did a story entitled “Retirement Dreams Disappear With 401(k)s”. Here’s a brief excerpt: The effects of the current economic crisis have touched everyone. Even if you still have a good job and … Continue reading →
Posted in Alternative Investment Options, Business Finance, Franchise Funding, General, Real Estate Investing, Self Directed Investing
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Tagged 401k Investing, Checkbook IRA, Finance A Business, Finance A Franchise, Franchise Financing, Real Estate Investing, Real Estate IRA LLC, Rollover 401k, Rollover IRA, Self Directed IRA, Self Directed IRA Business Funding, Self Directed IRA Real Estate, Start Up Capital, Tax Liens, Trust Deed Investing, Working Capital
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With an A+ rating from
the BBB, thousands of clients in all 50 states attest to our integrity
and our competency.
the BBB, thousands of clients in all 50 states attest to our integrity
and our competency.
