Annuities Assistance

Are you worried about what your finances will look like in the future? Would you like to plan for your future to ensure your retirement is comfortable (or your childrens’ future is financially sound)?

Things are typically a little complicated when it comes to finances. Choosing where to put your money and when to move forward are two very tough questions. But they are also necessary. At Safeguard Investment, we help people find answers to these and other queries.

For many of our clients, investing in annuities is a great method to plan for the future. But if you are like most people, you may not understand what annuities are or how to find one. We aim to strip away the complexities and help you understand the basics of all available annuities. Please visit our Annuity pages to find out more about available options or contact us at any time.

*Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by carrier. Annuities are NOT FDIC insured.

Your investment advisor is not permitted to offer, and no statement contained herein, shall constitute tax, legal or accounting advice. You should consult a legal or tax professional on any such matters.


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:


  • 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.

Get in Touch

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at or call us at (877) 213-SAFE (7233) today!