With your self-directed IRA or Solo 401k plan, you have the flexibility to invest in what you know.
Get StartedWe have developed a secure efficient process to get your plan up and running as quickly as possible. Most plans are funded and ready to invest within 2-4 weeks, depending largely on the transfer timeline from your current qualified plan.
Work with one of our agents to find the best fit.
Complete a quick application and begin your self-directed
journey entirely online.
We'll prepare your customized plan documents, and file EIN's to establish your plan.
Establish necessary banking accounts tailored for your self-directed retirement plan. Rollover existing qualified funds, or fund your plan with a new contribution.
Direct funds from your entity checking account to your desired investments. All with complete checkbook control.
Our team delivers exceptional service, ensuring a smooth experience and the utmost security for your personal information. With years of experience and thousands of plans successfully implemented, we contiually refine our approach to better serve you.
Our specialized self-directed retirement plans are designed to allow for investments in a broad array of asset classes. Unlike conventional financial services firms that limit your choices to the products they sell, we open the doors to any investments permitted by law.
Learn MoreUnlock the power of self-directed expertise. Be informed and stay in control with our comprehensive learning center.
Learn More
With a Safeguard Retirement plan, funds are held in a dedicated account ownend by your plan, and you have signing authority—so you can act fast when opportunities arise.
Skip the delays, paperwork, and fees of custodian-held accounts and enjoy a more efficient, cost-effective way to invest.
Available to any investor, a great option for savvy investors who want a more simple structure to provide checkbook control.
Anyone Qualifies. For investors who want a more robust structure to provide additional liability protection for certain assets.
Must Qualify. Design specifically for self-employed individuals with no full-time) W-2 employees.
Must Qualify. Designed for self-employed individuals and small business owners. Enjoy checkbook control with higher contribution limits.
Must Qualify. Designed for investors with a high-deductible Health insurance plan. Access triple tax advantages with complete checkbook control.
More than one plan may be suitable for your situation. Quickly Compare plans side-by-side to determine the best fit for you and your goals.
