Request a no-obligation consultation with Safeguard Investment Advisory Group today!
Complimentary Guide
Discover the 10 things you’ll need to consider in
creating your retirement strategy.

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.

Safeguard Investment Advisory Group, LLC.
Get in touch
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.
» Give us a call
Get to know us
We are committed to helping you reach your financial goals. We provide custom solutions based on your individual needs.
» Find Out How
Monthly newsletter
Stay up to date by signing up to recieve our monthly newsletter.
» Request Now

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.

Privacy Policy | Terms of Use

Securities offered through SEI Private Trust Company, Scottrade Advisor Services and TD Ameritrade.

This website is operated and maintained by Safeguard Investment Advisory Group, LLC. a registered investment advisory firm. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here.