Safeguard Financial and Insurance Services is a full service Financial Planning, Investment Advisory and Benefits firm. We have built a reputation on helping clients create, preserve, and protect wealth for their families and their businesses. Safeguard provides personalized solutions to help professional athletes, affluent business owners, executives, physicians and retirees to develop complex investment, retirement, financial, estate and employee benefit plans.
In addition, Safeguard Benefits and Insurance Services is an independently licensed full service insurance brokerage, enabling Safeguard to offer a complete suite of services and assist clients with their life, health, personal and business insurance needs. This includes but is not limited to, Key employee policies, Group and individual medical plans, Long term care, Dental, Vision, and Supplemental Plans (including Medicare Supplements). The Health Insurance Industry has become such a BIG business that our clients look to us for answers and to search for the plans and coverages that best suit their needs and budget.
Our clients tell us that they appreciate our ability to explain the complexities of the financial world in a way that is meaningful and easy to understand. Our mission is to help you to overcome uncertainty, take control of your finances and move confidently toward your goals. This involves a detailed, highly personalized process of outlining goals, analyzing current programs, researching available options, and finally developing and implementing both a long and short range plan.
Safeguard truly represents our clients from a consultative perspective; this approach allows us to assist clients as either a primary financial advisor or as a consultant overseeing our client's other advisors. We offer a specialized software package that enables Safeguard to act as a second set of eyes to monitor and centralize all of the client's assets in one place, and to be able to review all of the client's other advisors to make sure that their financial plan is being implemented in the most effective and efficient manner possible. This puts a series of checks and balances into place so that our client has a measurable way to assess and evaluate results, thus adding an additional layer of accountability.
If there is anything Safeguard can assist you with, please do not hesitate to contact us. We are never too busy to answer your questions and are happy to help with all of your wealth management and insurance needs.