Appointment Set!

Please see important next steps below

Thank you for scheduling your complimentary consultation. I am looking forward to our visit and believe it will be time well spent. This could be one of the most important steps you take to ensure your retirement is secure.

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SUGGESTED ITEMS
TO BRING

As we begin our conversation, we will start by assessing the “big picture.” To help us become familiar with your particular situation, please bring the following:

1. Copies of wills, trusts, powers of attorney, and any other relevant legal documents

2. Copies of insurance policies (life and long-term care)

3. Copies of investment statements

4. Copies of last year’s tax return (and possibly a balance sheet or financial statement)

5. An estimation by you of your annual expenses

PLEASE NOTE:

If you don’t have this information readily available, or if you are not comfortable sharing it just yet, you may give us rough estimates, and we’ll simply take notes.

ALSO:

Please be assured that all information you give us is kept strictly confidential and is not distributed in any way.

AND:

This meeting will NOT obligate you to work with us, and you will not be asked to purchase anything.

YOUR LOCATION
FOR THIS MEETING

Safeguard Investment Advisory Group, LLC
1522 Olive Street
#B
Santa Barbara, CA 93101
Directions

 

Questions? Reach out any time you need additional information.

Phone: 877-213-SAFE (7233) | Email: info@safeguardinvestment.com | www.safeguardinvestment.com

Investment Advisors Reid Abedeen, Rick Rivera, Edward Sota, Andy Anable, Chris Miller, Dan Carter, David Hart and Patrick Miles are also licensed to offer insurance plans and products in the State of California under license numbers #0C78700, #0B51891, #0C16747, #0G78226, #0F57413, #0C32681, #0D42046 and #0F72459.