Why Use Us...


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.

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.

We 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.

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.

You have unique needs and financial goals. SafeGuard Financial Group works with you to customize a plan based on the full range of financial and estate planning issues you are likely to face now and over the course of your lifetime. We evaluate your overall asset allocation to ensure it matches your goals and your tolerance for risk. Using comprehensive financial models, we make sure that nothing is left to chance. When you become a Safeguard client, we will work with you to develop strategies that can help you achieve your most important goals.

It starts with a conversation where we will talk about your specific goals, needs, dreams and interest, as well as your entire financial picture. Only then can we match your short term and long term goals with your personal risk tolerance and investment timelines. As your priorities or global market conditions change we will help you find the best solutions to ensure your long term strategies remain on track.

SafeGuard Financial Group gives you the ability to organize all your advisors and assets and consolidate them in the same place at the same time. Imagine a single platform through which all your financial matters may be managed.

Our Experience Shows!!!




Long term financial success doesn't happen by chance. Expertise and a successful strategy must go hand in hand if you want to build a strong financial future.

Understanding your unique financial goals is the key to executing tailored investment solutions that are customized to your specific needs.
Accountability is also critical. The Agents at have the expertise to create a complete strategy for you, this involves an accurate assessment of your current situation, prioritizing your goals, and developing a workable strategy for you, with clear action steps and timetables.

Just as working with you requires our expertise, working with us requires an investment of your time. We need a thorough understanding of your financial situation, and all the factors that affect where you are today, and where you want to be in the future. We must do more than determine a strategy; we must determine the strategy that is right for you.

You have unique needs and financial goals.  SafeGuard Financial Group works with you to customize a plan based on the full range of financial and estate planning issues you are likely to face now and over the course of your lifetime. We evaluate your overall asset allocation to ensure it matches your goals and your tolerance for risk. Using comprehensive financial models, we make sure that nothing is left to chance. When you become a Safeguard client, we will work with you to develop strategies that can help you achieve your most important goals.

It starts with a conversation where we will talk about your specific goals, needs, dreams and interest, as well as your entire financial picture. Only then can we match your short term and long term goals with your personal risk tolerance and investment time lines. As your priorities or global market conditions change we will help you find the best solutions to ensure your long term strategies remain on track.

We give you the ability to organize all your advisors and assets and consolidate them in the same place at the same time. Imagine a single platform through which all your financial matters may be manage
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