But There's A Problem...
Safeguard Wealth Management will show you why the thing missing from your retirement isn't more money, but a better plan
Yes. Safeguard does operate in a fiduciary capacity and takes this standard very seriously.
Deciding who to trust with your money and your financial future can be one of the most difficult decisions you make. The stakes can be high.
Here are a few ways we believe we set ourselves apart from other planners:
Could you imagine going to the grocery store and rather than a price tag by each item of food, there was a sign that said, "See Grocery Clerk for Pricing". Imagine shopping on Amazon.com and every item you searched for said, "Call 1 (800) 555-5555 for Pricing Information".
Something tells us neither of those businesses would last very long...
And yet, if you were searching for a local advisor to help you plan for retirement, how much luck do you think you'd have finding their pricing? For some reason, we've all accepted not knowing what we are really paying for financial advice. We've accepted the fees and costs we are actually paying are nearly impossible calculate.
Our fee is simple and all encompassing. Our clients pay 0.60% per year on assets under our management. That's it.
Learn more on our Pricing Page.
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need for their money at different times.
Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money.