Hello, team!

Scroll through Safeguard's top materials to help you prepare for your next meeting or event.

To place an order, click HERE.

To download the strategy meeting template, click HERE.

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Print Materials & Stationery

To place an order, click HERE.

Business Cards

Letterhead

Santa Barbara DOC

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Safeguard_Letterhead_JP_08.01.23_Page_1

Notepads

notepad

Pocket Folder

Safeguard_Folder_ST_3.13

Client & Prospect Materials

To place an order, click HERE.

Guide Kit Mockup

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Prospect Brochure

Safeguard Investment_Prospect Brochure_MS_8.31

Consultation Booklet

consultation-booklet-2024

“Your Best is Yet to Come”
Bifold

Safeguard_BYTC

“Your Best is Yet to Come”
Booklet

Safeguard_The Story brochure_ke_07.27.22

“Your Best is Yet to Come”
Three-Prong Folder

Safeguard_3 Prong Folder_GG_11.30

Retirement Income Booklet

safeguard-prospects-retirement-income

Appointment Card - Regular

Appointment Card - New Client

Appointment Card - 1M+ Client

Appointment Card - 1m Client

Whitepapers (DL Versions)

To place an order, click HERE.

Inflation & Retirement

Balancing Act

Tax Explorer

Changing Story
of Retirement

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finding-balance

tax-explorer

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Whitepapers (DL Versions)

To place an order, click HERE.

Inflation & Retirement

Available in quantities of:
100, 250, 500, 1,000

inflation-small

Balancing Act

Available in quantities of:
100, 250, 500, 1,000

finding-balance

Tax Explorer

Available in quantities of:
100, 250, 500, 1,000

tax-explorer

Changing Story
of Retirement

Available in quantities of:
100, 250, 500, 1,000

changing-story-of-retirement-new

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