"Keys to Financial Planning"

Sound personal financial planners are a critical step to protecting your future. That’s why Safeguard Investment Advisory Group conducts our "Keys to Financial Planning" seminars on financial topics in order to share our knowledge to help you make some key decisions.

We know that financial planner advice doesn’t come in a one-size fits all package. Every financial portfolio must be custom designed to fit your needs, goals, and lifestyle. We believe, however, that financial decisions need to be based on information, and with our extensive experience, we can help guide you through the financial maze.

These are just some of the topics covered in our seminars and quality insurance presentations:

• The Secrets your Stock Broker and Insurance Agent does not want you to know
• Increase investment returns with no "Guess Work"
• Reducing taxation on your Investments
• The Good the Bad and The fine print on Annuities
• Increase income while Reducing Taxes
• Bypassing probate without expensive Trusts
• Discount your taxes on Roth Conversion and IRAs
• How to Reduce the FEES on your Investments
• Reduce taxation on Social Security
• Invest in the Market with a "Seat Belt" so you don't get hurt during down times
• Personal Financial Planning and the importance of a "Financial Stress Test"
• Reverse Mortgage "Advantages & Disadvantages"
• Learn about the "BIG LIE"
• And Much More... Unlike any other Seminar you will ever attend!!

Financial Planning for Retirement

We include information on financial planning for retirees to help answer many of the questions that arise when faced with retirement decisions. You’ll learn why having your affairs in order is far more important than the rate of return on money, and why you need a medical directive. Our financial advisors will explain why slow and steady wins the race. And we’ll uncover some of the mysteries of financial planning for retirement and help you avoid critical mistakes. You’ll learn, for example, why incorrect titling of beneficiaries can accidentally disinherit your grandchildren.

Our seminars in the California area will provide personal financial planning insights that aren’t generally shared in the industry. We believe financial planning advice should be transparent. As an independent financial advisory firm in California, we do not accept commissions for investment advice and work solely on the behalf of our clients. We always provide unbiased financial planning advice.

Investment Advisors, Reid Abedeen, Rick Rivera and Edward A. Sota are also licensed to offer insurance plans and products in the State of California under license numbers: #0C78700, #0B51891 and #OC16747.