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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: Trust Deed Investing
Real Estate IRA 70s Show
In the late 1970s, the economy was limping along and there wasn’t a great deal of optimism. Mortgage rates were around 10% and home appreciation was running at about the 50 year average of 4.7%. It was during this “boom … Continue reading →
Update: Real Estate Outlook 2010
At the beginning of 2010 we wrote an article stating that “2010 will look a lot like 2009…and the worst is over and those huge drops in prices are a thing of the past”. Now that the first quarter is … Continue reading →
IRAs and Distressed Property – Part 3
This is Part 3 of a 3 Part series exploring the relationship between “distressed” properties and Self Directed IRA real estate investing. In Part 1, we took a look at the opportunity (for investors) created by foreclosures, short sales and … Continue reading →
IRAs and Distressed Property – Part 2
This is Part 2 of a 3 Part series exploring the relationship between “distressed” properties and Self Directed IRA real estate investing. In Part 1, we took a look at the opportunity (for investors) created by foreclosures, short sales and … Continue reading →
Using the Right Tool for the Job
Every day we talk to retirement investors who are desperate to get out of the stock market and have the option to invest into alternative assets. Through online research, a newspaper or magazine article, or talking with a friend or … Continue reading →
2010 Roth IRA Conversions
With 2010 right around the corner, many of our forward-thinking Self Directed IRA investors have been asking us about Roth IRA conversions. There seems to be something about Tax Free Investing that has captured their attention.
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.
Real Estate Investors Gear Up
Self Directed IRA investors eager to make up for your losses…take heed! Your time has come and the window of opportunity is wide open. While real estate prices may not quite have touched the bottom, foreign investors, including Canadians and … Continue reading →
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 →
New Rules: Successful Retirement Investing
Our favorite economist is Nouriel Roubini, a New York University professor who predicted last year’s economic crisis. Today, March 26, 2009, and reported on Bloomberg.com, he stated “U.S. stocks will fall and the government will nationalize more banks as the … Continue reading →
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