“Thanks Brian. Continue to use me as a reference/testimonial as I love
your company and the service you provide.”
“I just got done with all the videos. They were very helpful. Thank you!.”
“I’d like to take this 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…”
“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.”
I have been real impressed with the level of service from start to finish and would recommend your company to anyone.”
“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?”
“I wanted to say how much I appreciate all the help you have provided me during this LLC process. You have been very clear and proactive at all times and if I get the chance to send other clients to Safeguard, please know what a large part you’ve played in my recommendation. Thanks again, I’ve enjoyed working with you.”
“Wow – that was fast. Thanks for turning this around so quickly!”
“Thank you so much for all of the assistance. Getting this Self Directed IRA set up has been a very professional experience. You have done everything as promised without exception. In today’s less than perfect service environment, your attention to detail and communication has not gone unnoticed.”