The Benefits of Meeting With a Financial Advisor

Financial Advisor with ClientYou don’t have to have millions of dollars in your bank account to justify working with a financial advisor in the Sacramento or Riverside County area. These professionals are a great resource for people from all walks of life to organize their finances, invest wisely, or plan for retirement. Here are four common questions that you can have answered by talking to the advisors from Safeguard Investment Advisory Group:

  1. How can I know which financial product is right for me?

Understanding the difference between related financial products, variable annuities and fixed annuities, for example, can be difficult for anyone. Our staff of financial advisors can explain the specifics of each one and how they could be applied in your situation. We want to make sure that you are equipped to make informed wealth management decisions.

  1. How much money will I need for retirement?

With pensions on the decline and Social Security’s future becoming less clear, the landscape of retirement planning is changing drastically. It’s now more important than ever for future retirees to take a proactive approach toward saving for this stage of life. Let us take a look at your current portfolio and retirement goals to determine how much you’ll need to live comfortably after you retire.

  1. What do I need to do to make sure my family is supported if I pass away?

If you aren’t sure what life will hold for your family if you aren’t around to provide for their needs, now is the time to put a plan in place. Safeguard Investment Advisory Group offers life insurance products and works with professionals to assist with your estate and trust planning needs.

  1. Am I making the right investments?

If you would like a professional assessment on the health of your investments or retirement plan, visit our Contact page now. You can schedule a free consultation with one of our financial advisors with no obligation to make a purchase or sign any documents. We can review your current financial strategy and make informed suggestions on what can be done to make it more effective.

Get answers to these questions and many more by calling to schedule a visit to our offices in Corona and Citrus Heights, CA. You’ll see for yourself how a financial advisor can be a great resource for your everyday life.

Safeguard Investment Advisory Group