At Safeguard Advisors, we provide a complete, one-stop solution for setting up and managing self-directed retirement plans.

Unlike many providers who require you to coordinate with outside services for entities, banking, or custodial accounts, we handle every aspect of the setup in-house, ensuring your structure is fully compliant, properly funded, and ready to invest as soon as onboarding is complete.

• ✅ Entity Creation We establish the special-purpose entity for your plan—whether it’s a Self-Directed IRA LLC, IRA Trust, Solo 401(k), SEP IRA, or Self-Directed HSA—customized to your investment goals.
• ✅ EIN Filing We handle the IRS EIN filing required for your structure and accounts, saving you time and avoiding paperwork headaches.
• ✅ Legally Compliant Plan Documents Our team generates and provides all required documentation, including operating agreements, trust agreements, and Solo 401(k) adoption documents—ready for signature.
• ✅ Custodial & Banking Accounts We open both custodial and self-directed bank accounts through our custodian partner, Solera National Bank—specially designed to support checkbook control and alternative investments.
• ✅ Funding Support We assist with moving funds from your existing retirement accounts to your new self-directed plan through tax-free rollovers or direct contributions.
• ✅ Ongoing Guidance After your plan is established, we provide continued support and access to our online Learning Center, where you can find answers, educational tools, and compliance guidance at any time.

Whether you're looking to invest in real estate, private equity, notes, crypto other alternative assets, our process ensures that you're fully equipped to take control of your retirement investments—confidently and compliantly.