Find Lasting Financial Confidence

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

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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


Our Fiduciary Advisors

Must disclose any potential conflict of interest


Can make excessive trades to earn more commission


Our Fiduciary Advisors

Are required by law to work in your best interest


Can invest your money with themselves in mind


Our Fiduciary Advisors

Are not bound to any specific institution or product


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


 10 Minute Read

There are only two guarantees in life: Death and Taxes.

By: Reid Abedeen

So why not have a plan to mitigate the tax-related challenges you know are coming?

In our latest piece, we’ll walk you through the current state of taxes and reveal the can’t-miss tax-easing tips you need to save when it counts most. Here’s a peek at a few highlights:

  • Retirement-boosting advantages of IRA-Roth IRA conversions
  • The best age for a conversion
  • Real numbers behind Roth saving strategies
  • And much more!

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.

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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!

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