In 2003, the Founder of Safeguard Financial Advisors, Robert Hubbard, was offered an opportunity to make an investment into an international healthcare recruitment company located in Manila, The Philippines. Onboard a flight to Manila to review the company’s operations, he read a brief article that made reference to using Retirement Funds as working capital for a bu ...siness.

Upon his return to the U.S., he consulted with his CPA regarding the possibility of using an IRA to purchase the stock of a private company. Like most investors in the market, the CPA was convinced that retirement funds could only be invested with a bank or into the stock market, and was unwilling to spend the time to research the issue.

But, after a thorough investigation of the facts, then networking with knowledgeable legal and tax professionals, Mr. Hubbard succeeded in using retirement funds to make an investment in his business opportunity.
This process was the genesis of creating Safeguard Financial Advisors in 2005, which is now a company dedicated to helping other retirement investors gain access to “non-traditional” assets to be held in their retirement investment portfolios.