SafeGuard Financial Group, LLC Information

SafeGuard Financial Group, LLC is a full service Financial Planning, Investment and Benefits firm. We have built a reputation on helping clients create, preserve, and protect wealth for their families and their businesses. Safeguard Financial Group provides personalized solutions to help affluent business owners, executives, physicians and retirees to develop complex investment, retirement, financial, estate and employee benefit plans. We are able to help 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. SafeGuard Financial Group provides comprehensive investment management and financial planning services to individual investors, business owners, professionals, and non-profit organizations. Once we have reviewed your current financial situation and identified possible deficiencies, with your help, we will construct a financial plan that is right for you. Once this plan is in place, we will help you to execute this new plan utilizing asset allocation, professional money managers, and incorporating an array of investment options creating a portfolio personalized for you and your goals. Specialties Retirement Planning, Debt Counseling, Insurances, Investments