Retirement Solutions
New Generation Retirement® system
In today's complex financial landscape, retirement planning faces challenges like market volatility, low interest rates, and increased healthcare costs. Our New Generation Retirement® system offers a comprehensive, five-step approach integrating fiduciary responsibility, transparency, and advanced technology. This holistic strategy covers asset allocation, income planning, asset maximization, legacy planning, and tax strategies. Our commitment to fiduciary principles and transparency, supported by innovative technology like the Generational Vault, ensures a tailored and accessible retirement plan, ensuring long-term success and adaptability to life changes.
Retirement Strategy & Risk
Discover the ideal retirement strategy with Safeguard Retirement Solutions. We specialize in optimizing your assets, including bank accounts, pensions, Social Security, estate plans, and more, for a secure retirement. Our comprehensive approach integrates insurance planning, beneficiary reviews, financial analysis, estate preservation, and income planning to ensure financial clarity and multi-generational wealth. Our unique, process-focused strategy is customized to your needs, evolving with your retirement journey to meet your income and growth goals. Experience a holistic retirement plan crafted just for you, bringing together all your financial, estate, and tax planning elements.
Income Planning
Secure a comfortable retirement with our expert income planning services at Safeguard Retirement Solutions. We guide you through the crucial phases of accumulation, distribution, and preservation/transfer of retirement income. Transitioning from saving to generating retirement income requires a new strategy, and we're here to help. Our approach includes assessing your income needs, estimating the longevity of your current plan, and exploring additional income sources. Utilizing tax-advantaged vehicles like IRAs and 401(k)s, we aim to maximize your retirement savings. Let us simplify the complexities of retirement income planning and help you enjoy a fulfilling retirement journey.