LFG Solutions Competitors

Founded in 1994, Surety Financial is a mortgage banker based in Sherman Oaks, CA, specializing in the California market. We are creating opportunities with independent brokers, joint venture partners, loan officers, and mortgage professionals. We offer a wide variety of conventional, jumbo and FHA loan products. Our in-house underwriting and “makes sense” appraisal process assures fast turn times and customer satisfaction. Surety Financial has grown 300% from 2008 to 2011. Contact us at: 818-386-6666 or info@suretyfinancial.com

Market Guard® utilizes a non-emotional, methodical, mathematical approach that implements a tactical asset allocation model with the purpose of assessing the individual positions in the portfolio and signaling a possible opportune time to hold, sell, or reenter the markets. Market Guard® provides model portfolios to Impact Partnership Wealth, LLC. These model portfolios are asset allocations designed for individuals with different investment objectives and risk profiles. Market Guard® does not have investment discretion or authority over investment allocations in client accounts or model portfolios used. Their model portfolios are managed to specific equity and fixed income targets and are implemented through the use of ETFs (Exchange Traded Funds). Globally diversified and invested in multiple asset classes from equities and fixed income and could also include commodities and real estate, Market Guard® focuses on an awareness of the individual standard deviation and maximum drawdown to each portfolio and investment methodology.

COLLABORATION NOT COMPETITION!!! We work with your current Legal, Tax, and Wealth Advisory teams forming a true PARTNERSHIP and value add, bringing our resources and access both domestically and internationally. Safeguard Financial and Insurance Services is a Global Insurance Advisory and Benefits firm. Safeguard represents the insurance portion of a client’s overall portfolio. We provide the highest caliber of insurance and risk management consultation by collaborating with other financial and insurance professionals to ensure that every aspect of a client’s financial profile and exposure to risk are addressed. By partnering we are able to proactively identify, treat, and manage loss exposures, thus creating comprehensive solutions that insure every area where there is exposure to risk or loss has the correct insurance. Our expertise, market relationships, and dedicated resources around the globe will greatly benefit you. Safeguard provides personalized solutions to help Professional Athletes, Family Offices, Executives, Physicians, Affluent Business Owners, Individuals and Retirees. Because we have relationships with nearly all the insurance companies, Safeguard is able to secure the best policies and the best pricing for our clients. Safeguard 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, Disability, Dental, Vision, and Supplemental Plans (including Medicare Supplements). The Health Insurance Industry has become so complex that our clients look to us for answers and to search for the plans and coverages that best suit their needs and budget.