Our Services

THE AWARD WINNING SAFEGUARD FINANCIAL is an independent financial services firm whose goal is to provide pre-retirees and retirees objective financial strategies that help ensure peace of mind.  Every person's situation is unique and the tools that can be used to carry out their goals vary.  Having over 29 years of experience in helping client's safeguard their finances, Eric Harthun is equipped to help meet the financial objectives his clients require.  Here are some of the areas that SAFEGUARD FINANCIAL can be of assistance:

  • Retirement Income Planning
  • Long Term Care Planning
  • 401(k) Rollovers & IRAs
  • Life Insurance
  • Tax Deferred Annuities

With all of these services it is important to know that Safeguard Financial is focused on four main areas:  Helping clients maintain wealth, Finding an income plan with the ability to last a lifetime, Planning for the distribution of wealth in the most tax advantageous way and Maximizing the potential benefits to their heirs.

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