Financial Professionals

Financial Professionals

Safeguard Investment’s financial professionals deliver financial planning and wealth management services, life insurance policies, annuity investment services, and retirement plan consulting created to meet our client’s unique goals.

The structure of our company lets our advisors develop individualized, thorough financial game plans that are constructed around our clients’ needs rather than being limited to the products a single company sells.

We specialize in helping people of all ages prepare for the future, which for most people, centers around their retirement. There are, however, as many financial situations as there are people in CA. The experienced financial consultants at Safeguard Investment understand everyone is unique. We hold a consultation with all of our clients to understand their unique situations and goals for the future.

Financial Services

There are several financial products that provide a convenient pathway to a solid retirement. There are benefits and risks related to each one. Your financial advisor at Safeguard Investment will help you decide which will work best for you and for your family’s future.


Annuities are one option that many people choose to bolster their financial freedom.

Life Insurance

There are major expenses placed upon family following the death of a loved one. Who wants to leave that financial hardship on their children? A skilled financial advisor can help you determine which life insurance plan is best for you.

Infinite Banking

Infinite banking is a new concept based on something that people have used for hundreds of years. It allows, essentially, investors to become their own banks. To learn more about this exciting financial strategy, call us today.


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!