Find Lasting Financial Confidence

No matter your financial situation, we’re here to help you focus less on money and more on your passion.

Featured On Section

Meet The Professionals

Who can help you pursue your goals

The team behind Safeguard Investment Advisory Group, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

What's The Difference:

Fiduciary Vs. Non-Fiduciary

suit

Our Fiduciary Advisors

Must disclose any potential conflict of interest

Non-Fiduciary

Can make excessive trades to earn more commission

sheild

Our Fiduciary Advisors

Are required by law to work in your best interest

Non-Fiduciary

Can invest your money with themselves in mind

chart

Our Fiduciary Advisors

Are not bound to any specific institution or product

Non-Fiduciary

May be required by their firms to sell you one type of product — even if it’s not right for you

Kiplinger-banner
Kiplinger-banner-sm

 10 Minute Read

Even in Good Times, a ‘Silent Stalker’ Can Raid Your Retirement Plan.

By: Reid Abedeen

Chances are you or your spouse will need long-term care at some point … and it isn’t cheap. A look at the options reveals one interesting possibility: hybrid long-term care insurance.

This article introduces you to the pros and cons of hybrid long-term care insurance strategies and explains why they’re becoming a new normal for retirees. Check it out.

Have Retirement Questions?
Get Retirement Answers.

Attend a Live Event

Our workshops focus on common financial concerns that individuals and families face in retirement. Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

No events are scheduled at this time. Please check again soon!

Busy During These Dates?

How much of your retirement savings Can you Afford to Lose?

Knowing your risk score can help you make appropriate investment choices.
Find your risk score with our Riskalyze tool today!

Find your Risk Score Today!