IRA Wealth LLC dba Safeguard Financial (“IRA Wealth”) provides certain services to you via this web site that are subject to the following Terms and Conditions of Use. IRA Wealth reserves the right to update these terms at any time without notice to you.

If you continue to browse and use this website you are agreeing to comply with and be bound by the following terms and conditions of use, which together with our privacy policy govern IRA Wealth’s relationship with you in relation to this website.

The term ‘IRA Wealth’ or ‘us’ or ‘we’ refers to the owner of the website whose registered office is 5800 SW Meadows Rd, Suite 240, Lake Oswego, OR  97035. The term ‘you’ refers to the user or viewer of our website.

The use of this website is subject to the following terms of use:

The content of the pages of this website is for your general information and use only. It is subject to change without notice.

Neither we nor any third parties provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or suitability of the information and materials found or offered on this website for any particular purpose. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law.

IRA Wealth has made the information on this website available for educational and informational purposes only. The information provided is not to be construed as tax or legal advice. IRA Wealth is neither a law firm or a CPA firm. Tax rules noted on this website are for general information, and the application of such depends on the situation of the particular taxpayer.  You should not act upon this information without first seeking professional counsel from your own tax or legal advisor to determine the consequences of a proposed transaction.

Your use of any information or materials on this website is entirely at your own risk, for which we shall not be liable. It shall be your own responsibility to ensure that any products, services or information available through this website meet your specific requirements.

This website contains links to third party websites not under the control of IRA Wealth. You agree that IRA Wealth is not responsible for nor can IRA Wealth be held liable for the contents of any linked site.  A link from this site does not indicate an endorsement by IRA Wealth of the linked site or that site’s sponsoring company or product.  Links do not imply any due diligence by IRA Wealth regarding the content on any such linked site.

The Safeguard Financial Low Cost Guarantee

1.      The Safeguard Financial Low Cost Guarantee applies to the following customized Self Directed IRA plans: Checkbook IRA, Real Estate IRA LLC and Solo 401(k) plan.

2.      In order to receive the qualifying lower cost, the Self Directed IRA plan must be a customized plan personally prepared by an ERISA attorney. The plan must be fully supported by the same attorney, on an ongoing and unlimited  basis at no charge to the client. All details, must exactly match the details of the plan for which there is a quote that is being compared.

3.      A written and signed quote by a competing company* outlining all costs and certifying the plan was personally prepared and supported by an Attorney as described above, must be submitted.

4.      Name, address, telephone number and website of the Attorney must be submitted.

5.      If the above quote is for a plan that includes an IRS compliant LLC (Checkbook IRA, Real Estate IRA, IRA LLC, etc) a breakdown of the following costs must also be submitted as being included or excluded in the total cost:

i.       Additional account members

ii.      State filing fees

iii.     Custodial fees for initial set up

iv.     Custodian annual fees

v.      Publishing fees

vi.     Any other fees

All quotes from other companies are subject to Safeguard Financial’s verification.

Safeguard Financial reserves the right to withdraw the Low Cost Guarantee in the event that a company engages in a “bidding war”. The Low Cost Guarantee does not apply to promotional pricing of products and services. Only the original signed quote of the competing company will be used to determine pricing.

All of the above terms and conditions must be met prior to agreement of pricing and engagement paperwork being executed by Safeguard Financial.

* Expressly omitted as a competing company (for comparison purposes) is IRA Financial Group owned and operated by Adam Bergman.  Under no circumstance or condition is Safeguard Financial obligated to accept a quote from this company as being legitimate.

Licensing and Copyright

This website contains material which is owned by or licensed to us. This material includes, but is not limited to, the design, layout, look, appearance and graphics. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions.

All trademarks reproduced in this website, which are not the property of, or licensed to the operator, are acknowledged on the website.

Unauthorised use of this website may give rise to a claim for damages and/or be a criminal offence.

Your use of this website and any dispute arising out of such use of the website is subject to the laws of the United States of America.

Further Inquiries should be directed to:

IRA Wealth LLC
5800 SW Meadows Rd
Suite 240
Lake Oswego, OR  97035

1-877-229-9763  (Office)
1-888-878-2072  (Fax)
irainfo@ira123.com

Revised 03-8-2010
Copyright © 2005-2010 IRA Wealth LLC. All rights reserved. Any rights not expressly granted herein are reserved.