Worried that your financial strategy is Missing Something?
We’re here to help you feel confident in your financial future.
Your Dreams Matter
At Safeguard Investment Advisory Group, LLC, we take an individualized approach utilizing customized financial blueprints for each client. This approach takes all aspects into consideration, such as taxes, fees, risk, estate planning, income planning and long-term care planning, and we do this by utilizing The Big Picture Analysis.
We offer services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
Wealth management
Retirement income strategies
Investments
Portfolio management
Infinite banking
Annuities
Preserve
Protect the assets that can help you live the retirement you’ve always imagined.
Life Insurance*
Asset protection
We are pleased to refer you to our alliance of professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
*Life insurance is provided by individual employee’s affiliated California state licensed insurance agencies.
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.
