About Our Sacramento, California Investment Advisors

The team at Safeguard Investment Advisory Group is committed to helping you reach your financial goals. That’s why we spend so much time up front to understand your financial and lifestyle objectives, and other information about you before we offer any investment advice. We provide custom solutions based on your individual needs.

Our Services:

• Portfolio management
• Investment planning
• Trust and estate planning
• Financial education and financial planning seminars
• Wealth management
• Life insurance and long-term care insurance planning
• Retirement planning
• Personal tax planning
• Legal protection including living trusts and wills

Diversified Investment Advisors

Our diversified investment advisors are independent and work on a fee-based system which ensures a fiduciary responsibility to you exclusively. As a Registered Investment Advisory firm we do not get commissions for investment advice. We are able to represent your interests and offer a variety of investment opportunities.

According to a study conducted by TD Waterhouse, many investors believed that both stockbrokers and independent investment advisors have a responsibility to act in their best interests. In fact, Independent Registered Investment Advisors (RIAs) are held to a higher standard than stockbrokers. A California investment advisor charges clients a fee that is negotiated in advance, and they cannot earn any other profits for investment advice from their clients without their prior consent. Brokerage firms are normally paid by commission and limited in the financial advice they can provide.

You’ll work with a personal investment advisor – and you’ll also have the entire team working on your behalf. Our experienced investment advisors, Rick Rivera, Reid Abedeen and Edward Sota, work as a team to help manage your portfolio and investment planning and provide you with expert investment advice.

Our seasoned office staff is available solely to take care of our clients. Loretta, Julie, Tiffani and Teri will help you with anything you may need.

We work closely with our CPA and attorney to make sure your legal and tax interests are protected. Your convenience is paramount so we handle all of the paperwork for you. We believe an investment advisor should approach your financial health holistically and manage your entire portfolio, retirement, and tax planning for you to make sure each critical element is in place. We’ll help you with wills, trusts and retirement plans to put important legal protections in place. We are also licensed to provide your life insurance needs.

In addition to investment advice, we offer financial educational programs and seminars in both Southern and Northern California. These are comprehensive educational vehicles, not sales programs. Through education, we are able to help others understand how to gain security, grow wealth, and protect their estates. All of our seminars are open to the public.

Besides California we also train financial advisors across the country. Reid has been interviewed extensively by several publications, including Senior Market Advisor Magazine, for his expertise in educating financial advisors. Both Reid and Ed have been speakers at the Senior Market Expo in San Diego.

We look forward to working with you to achieve your goals and secure your lifestyle. Safeguard Investment Advisory Group is located in California. Call our office for an appointment for a complimentary session with one of our diversified investment advisors. If it is more convenient for you, we are happy to meet with you in the comfort of your home.