Wealth Management

Wealth Management

The skilled team at Safeguard Investment are professionals you can trust for every aspect of wealth management. We pride ourselves in offering sound advice to our clients that leads to financial security and flexibility. Our services include investment advice and other key elements of wealth management.

Making the right investments is only part of the battle. In addition, we will focus on debt management, life insurance, asset protection, and retirement. We will discuss your current situation to ensure that we completely understand your aspirations. We work together with our clients and manage assets to grow wealth through solid investments to build diverse financial portfolios, guide them towards financial independence and give them the ability to maintain comfortable lifestyles without worrying about running out of money down the road.

As an independent financial planning company, we’re able to act as your advocate, lending unbiased wealth management advice without the conflicts of interest that are prevalent in financial services. Call us today to set up a consultation.


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 info@safeguardinvestment.com or call us at (877) 213-SAFE (7233) today!