Welcome to Safeguard Investment Advisory Group

At Safeguard Investment, 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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Free Retirement Kit

kit-ss-emailBefore you can plan your retirement, you need to know the facts. This helpful Retirement Kit includes three separate guides that address several topics you should consider when planning your retirement:

WHAT'S INCLUDED:

  • Will You Have Enough Income in Retirement?
  • 5 Retirement Planning Missteps to Dodge
  • Optimizing Your Social Security Benefits

Enter your info below, and we’ll email you your complete kit.

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.

 

Proudly serving clients
throughout California