Our Team
At Safeguard Retirement Solutions, we take pride in the strength of our team. Our founder, Dan Hagy, has over 40 years of experience in the financial industry and is dedicated to providing expert guidance on life insurance, annuities, and retirement planning. But Dan is not alone in this journey. He leads a team of dedicated professionals, each with their unique skills and expertise, all working together to secure your financial future.
Get to know our team better through an exclusive interview with Dan Hagy below. Discover the passion and commitment that drive us to deliver exceptional service and tailored solutions for your retirement needs.
Name: DANIEL B HAGY
System ID#: 0063767
NPN: 985935
Status: Active
DANIEL B. HAGY, PRESIDENT AND FOUNDER
Dan Hagy is the President and Founder of Safeguard Retirement Solutions, a leading registered insurance and retirement planning agency based in Fort Gratiot, Michigan. With over four decades of dedicated experience in the financial industry, Dan is a trusted expert licensed to offer life insurance, health insurance, long-term care solutions, and annuity products.
Dan's specialization lies in empowering clients to create a more secure retirement future while simultaneously growing their current asset base. If you're seeking ways to protect, diversify, and grow your retirement portfolio in Michigan, Dan's extensive knowledge and carefully recommended products, along with proper diversification strategies, can help you achieve your goals.
What sets Dan apart is his unwavering commitment to client satisfaction and long-term relationships. His ability to cultivate and grow his clients' financial portfolios, all while safeguarding their assets from market volatility, company uncertainties, and long-term care costs, is a testament to his expertise and dedication.
Outside of his professional life, Dan and his wife Lisa enjoy the beauty of Fort Gratiot, Michigan. In his spare time, he indulges in hobbies like boating, skiing, golfing, traveling, and cherishing moments with family and friends.
Ready to take control of your financial future? Reach out to Dan today for personalized retirement planning guidance.
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STACIE CUDDIE
Meet Stacie Cuddie, an integral member of our team at Safeguard Retirement Solutions, who has been working alongside Dan for more than 17 years. Stacie excels in personal client administration, ensuring that our clients receive the highest level of service and care.
Stacie's extensive experience and dedication make her a valuable asset to our clients and the entire team. Her commitment to providing top-notch support to both Dan and our contracted agents ensures that our clients' financial needs are met with precision and professionalism.
Outside of her professional responsibilities, Stacie enjoys the great outdoors. She finds solace in camping and kayaking adventures, and she cherishes every moment spent with her children and grandchildren.
Are you ready to experience exceptional client service and expert financial guidance? Reach out to Stacie today, and she'll be delighted to assist you in securing your financial future.
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KATHY MCLEAN
Meet Kathy McLean, a dedicated member of our team at Safeguard Retirement Solutions, who has been an essential part of Dan's professional journey for over 29 years. Kathy's expertise lies in the crucial areas of accounting, commissions, and licensing, ensuring the smooth financial operations of our agency.
Kathy's extensive experience and unwavering commitment make her an invaluable asset, both to our team and our clients. Her meticulous attention to financial details ensures that all aspects of our operations run efficiently and transparently.
Beyond her professional responsibilities, Kathy finds joy in various hobbies. She is an avid genealogy enthusiast, always eager to explore her family's roots. In her downtime, you'll often find her engrossed in a good book or embarking on exciting travel adventures. Kathy's greatest joy, however, comes from spending quality time with her beloved family.
If you're seeking financial solutions backed by a team with decades of experience and a passion for excellence, don't hesitate to reach out to Kathy. She's here to help you navigate the path to financial security.