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Financial Planning Workshops
Protect your financial future and assets! No cost, no obligation, nothing will be sold. If you are over 50, don't miss this informational workshop that will help protect your financial future. Many topics will be covered, click below to learn more or register.
Safeguard Investment Advisory Group is committed to the financial success and peace of mind of each and every client we serve. That is why it is our mission to safely and securely develop our clients' assets through personalized custom-made solutions intended to reflect each client's standards, goals and objectives. Based on our extensive knowledge and understanding of today's markets, we are truly committed to servicing our clients and providing them with the most accurate up-to-date and honest advice for their given situation so that they may obtain financial success and freedom!
Planning your financial future is one of the most important steps you’ll ever take to protect yourself and your family. Your success depends on achieving your fiscal objectives and protecting your assets in the years to come. Safeguard Investment Advisory Group helps you make critical decisions about wealth management and investment planning to achieve your financial goals, protect your lifestyle and gain peace of mind.
We design custom strategies to manage, preserve and grow your wealth based on your individual needs. We take a holistic approach to determine how every detail can affect your bottom line.
We’ll assess your portfolio and financial situation to determine tax implications, inheritance ramifications and other issues that can have a serious impact on your overall net worth. Once we understand your goals and risk tolerance, we will create a plan that addresses your portfolio, retirement, estate planning, insurance needs and legal protections.
As wealth management advisors, we offer total financial care and convenience for the residents of California. That’s why we provide access to extra services including a certified public accountant (CPA) for all of your accounting and tax needs, and an attorney for wills, trusts, reverse mortgages, elder law issues and inheritance matters.
We identify opportunities for growth, closely monitor your portfolio’s performance, protect against loss, determine tax impact, provide financial education and help you reach your goals.
At Safeguard Investment Advisory Group, you’ll find your financial advisors’ wealth management experience is extensive. And we are committed to working with you as a partner and providing responsive, first-class service. Call to request more information about our services or to set up a personal appointment.