Financial Planning

Financial Planning

We all have to do a some financial planning from time to time. We have to a plan, even if it is created immediately before it is executed, to know what to do with our money. It could be an intelligent saving strategy or simply a desire to spend all our cash on shoes. While we gain knowledge through our experiences, none of us are born with the skills necessary to become a successful financial planner in our personal lives. At Safeguard Investment, we don’t just possess these important skills. We also have several products to help you plan successfully for retirement and your future.

Why Safeguard Investment?

It’s no mystery to you that retirement is a big deal. You don’t want to leave these plans up in the air. What you really need is a professional financial planner. They can act as a second pair of eyes to offer their opinion on the strategies you are currently using and what you should do in the future.

Financial planning is very important to Safeguard Investment. Our financial professionals know that the decisions you make will have a major impact on your life, not just during retirement, but today as well. After we have gotten to know you and understand your goals, we will pour our efforts into developing a financial strategy that fits your needs.

The Power of Choice

When you work with Safeguard Investment, you will be given the power of choice. Instead of being aligned to a single product offering, we are able to offer you many choices from several respected institutions. So if you decide that you would like to sign up for an annuity, your financial professional can show you several types of annuities from multiple companies. This lets our team match you to your ideal financial planning product.

Schedule an Appointment

Ready to learn more about financial planning? Call us today. We’ll review your finances, discuss your goals, and select the right course of action together.


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!