Transition from Safeguard | Frequently Asked Questions

FAQs

Why is there a transition? What happened to Safeguard?

After Safeguard’s principal retired, their team decided to transfer the servicing of their self-directed retirement plans to Sense Financial to improve the quality of service.
Did Sense Financial purchase Safeguard?
I did not get an announcement from Safeguard. How do I know this is legitimate?
I have an IRA. My custodian is Solera. What will happen with it?
What services will you provide?
How can I be sure that I will have a good experience with Sense Financial?

Several former Safeguard clients who completed the onboarding process with us have written testimonials about their experience. You can read them, plus many more on TrustPilot:

https://www.trustpilot.com/review/www.sensefinancial.com

We also have 5-star reviews on Google, BBB, LinkedIn, BiggerPockets and Yelp. Our team is well-equipped to provide you with the outstanding service you deserve. We have zero negative reviews.
Will I have to change the bank accounts?
Do you have any additional resources to learn about this transition and Sense Financial as a company?
What is the cost for the transition?
What is the annual fee with Sense Financial?
How do I begin the onboarding process?

We sent you an email with the instructions for the onboarding process. If you cannot locate it, please contact our office. We’d be happy to assist you.

For your convenience, we are also providing the links to the onboarding forms below.

IMPORTANT: Make sure to click on the correct form.

For example, if you are an IRA client, do not click on the Solo 401k Onboarding Form. Use the IRA Onboarding Form.

Solo 401k Onboarding Form

IRA Onboarding Form
I would like to speak with someone on your team. How can I do so?

What our clients are saying

In my opinion, anyone that owns their own business should have a Solo 401K, and I would highly recommend Sense Financial – you will not be disappointed!

Ben D. – Spokane, WA

Sense Financial made the entire process extremely easy and they have been very responsive. I’ve recommended them to many people already.

Michael L. – Humble, TX

Dmitriy and his staff were consummate professionals. I rolled my Solo 401 (k) into a Self Directed Solo 401 (k). Dmitriy handled it smoothly and confidently…

Mindy Jensen – Longmont, CO
BiggerPockets Community Manager

Alternate investment options with your self-directed account

Real Estate

Precious Metals

Private Business

Stocks & Bonds

Private Lending

Cryptocurrency

Investments That Make Sense!

It’s Your Money. It’s Your Future. Invest Your Way.

Schedule Consultation Now

Our expert team is always ready to answer you! Give us a call at (949) 272-8785. You can email us at contact@sensefinancial.com

Transition from Safeguard: Frequently Asked Questions