Company Research Report: Safeguard Financial Services LLC
Company Overview
Name
Safeguard Financial Services LLC
Mission of the Company
No specific mission statement is available.
Founded
2022
Founders
No information is available.
Key People
- John Scarborough
Headquarters
11011 Richmond Avenue, Suite 183, Houston, Texas 77042
Number of Employees
2-10 employees
Revenue
No information is available.
Company Specializations
- Investment Management
- Insurance Consultation
- Retirement Plans
What the Company is Known For
Safeguard Financial Services LLC is recognized for its individual and workplace retirement planning, as well as providing insurance consultation and comprehensive financial planning services.
Products and Services
Retirement Planning
Description
Safeguard Financial Services offers tailored retirement planning to individuals, particularly those over the age of fifty. Their services involve assessing and optimizing financial situations, including income sources, expenses, and savings.
Key Features
- Building emergency funds
- Paying off high-interest debt
- Maximizing 401(k), IRA, or pension plans
- Reviewing and adjusting investment portfolios
- Long-term care insurance and Medicare considerations
Investment Management
Description
The firm manages market investments by creating tailored investment strategies aligned with individual financial goals and risk tolerance.
Key Features
- Diversified portfolio creation
- Continuous portfolio monitoring and adjustments
- Regular updates and guidance
Financial Planning
Description
Safeguard Financial Services creates and updates comprehensive financial plans tailored to unique goals, risk tolerance, and financial situations.
Key Features
- Personal information gathering on income, expenses, debts, assets, and savings
- Development of personalized financial plans
- Strategies for budgeting, investing, tax planning, and retirement savings
- Insurance coverage and estate planning recommendations
- Regular plan updates and reviews
Group Retirement Plans
Description
The firm sets up and manages group retirement plans for businesses, benefiting both employees and employers.
Key Features
- Automatic employee contributions
- Tailored investment options
- Tax benefits and employer matching contributions
- Reduced turnover rates
- Potential tax deductions for employers
Executive Benefits
Description
Safeguard Financial Services sets up and manages executive benefit programs.
Key Features
- Attraction and retention of top talent
- Tax-efficient compensation alignment with company goals
- Experienced management of complex tax laws
- High-level talent incentivization
Recent Developments
New Products Launched
No information is available.
Recent Developments
No recent developments recorded.
New Features Added to Existing Products
No information is available.
New Partnerships
No information is available.
Contact Information:
Address:
11011 Richmond Avenue, Suite 183, Houston, Texas 77042
Phone:
346-763-3531
Email:
John@Safeguardfinsvs.com
Website:
www.safeguardfinsvs.com
Note: Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Check the background of this investment professional on FINRA's BrokerCheck.
