Our mission is 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.

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Discover 10 things you’ll need to consider in
creating your retirement strategy.

Professional Wealth Management & Financial Planning Services in California

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It’s never too late to take the first step or get a second opinion. Call our Corona or Citrus Heights locations for a consultation.

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Financial planning is for everyday life – not extraordinary moments.

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.