As you grow older, peace of mind regarding your wealth management can be harder and harder to come by especially in today’s economy.
The key to a good night’s sleep is having proper wealth management advice. You work so hard for what you currently make it is so important to get your money working as hard for you as you work for it. The more you know about where you stand and what the future holds, the better off you’ll be.
Safeguard Investment Advisory Group can help. With a series of free, no obligation workshops in both Southern and Northern California communities, we’ll shed some much needed light on your own unique situation. Safeguard will review your plan from a “Holistic Approach” by analyzing your taxes, investments, trust & wills, insurance planning, and much more. Safeguard works with a team of experts to make sure one hand knows what the other hand is doing so that everything in your financial planning works as a cohesive unit.
Another sales pitch, right? Absolutely not! Nothing will be sold to you at these seminars, and you won’t be inundated with sales pitches. These are informative seminars sponsored by respected wealth management advisors on such topics as “How to reduce the FEES on your investments” and “Reduce taxation on Social Security.” We frequently hold seminars in locations such as Rancho Cordova, Citrus Heights, Folsom and Riverside County. If you or someone you know calls this part of California home, simply check out our website for upcoming workshops to learn about our upcoming seminar schedule. If you would prefer a one-on-one consultation that can be arranged as well with one of Safeguard’s partners Rick Rivera, Reid Abedeen, or Eddie Sota. You can simply call toll free at 877-213-7233.