SafeGuard Financial Group, LLC

SafeGuard Financial Group, LLC

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SafeGuard Financial Group SafeGuard Financial Group is a full service Financial Planning, Investment Advisory and Benefits firm.

We have built a reputation on helping clients create, preserve, and protect wealth for their families and their businesses. Safeguard Financial Group provides personalized solutions to help professional athletes, affluent business owners, executives, physicians and retirees to develop complex investment, retirement, financial, estate and employee benefit plans. We are able to help clients with the

10/02/2024

IF you have any questions, please reach out to me... Many of these benefits are at NO COST!!!

09/10/2024

It is almost Annual Enrollment ... Contact me today to schedule your appointment early and ensure you are covered in the best plan in 2025!!!

03/08/2024

Guaranteed Issue Life Insurance, No Health Questions Asked, Ages 50 to 80 up to $25,000 of Death Benefit. No One Turned Down.

Nursing Home Residents Accepted.

$10,000 – Guaranteed Acceptance Whole Life


FEMALE 70 – $80 MONTHLY
FEMALE 80 – $189 MONTHLY

MALE 70 – $106 MONTHLY
MALE 80 – $206 MONTHLY


$25,000 – Guaranteed Acceptance Whole Life


FEMALE 70 – $220 MONTHLY
FEMALE 80 – $512 MONTHLY

MALE 70 – $290 MONTHLY
MALE 80 – $519 MONTHLY

The rates and death benefit are guaranteed by an A rated insurance carrier.
This affordable coverage is for healthy clients as well as those with health problems.
No exam is ever required and the policy is typically issued in 2 to 4 days.
Clients between the ages of 50 to 80 are eligible for coverage.
Coverage can be as low as $5,000 or as high as $25,000 depending on age, whatever fits your clients budget and needs.

Give your family peace of mind by having the expenses of a funeral and burial covered ahead of time.

CONTACT ME TODAY ... NEVER DELAY THE IMPORTANT TASKS OF LIFE

03/02/2024

I never ever thought I would ever be HAPPY to see the lights of Ft. Jackson's Gate 2...

10/24/2023

We know how confusing Medicare can be, especially when you are unhappy with your existing plan and looking to make changes for the better. That’s why Cassandra R. McKenzie put together a list that will help you get the most out of your healthcare! Use these 10 tips when you are enrolling or making changes to your Medicare Plan.

1. Keep your things organized.

Have your Medicare card, Doctors, Prescription list and know your existing coverage when working with a broker. It’s much easier to do an analysis when all your correct information is accessible.

2. Understand that Medicare Plans are different for every beneficiary.

What may be great for your spouse or neighbor may not be a great option for you. At SafeGuard Financial Group, LLC we believe that All retirement options differ according to each individual's situation.

3. Avoid Captive Selling Agents.

We all want choices, and with Medicare plans it’s not any different. A captive agent is working specifically for that company, find a quality local broker who will have many solutions available. This will ensure you get unbiased advice and will allow you to find your best plan option across many different carriers.

4. Know your Enrollment Periods.

You can only make a change during certain enrollment periods during the year. You can make changes during the Annual Election Period (Oct 15 – Dec 7). However, there are also special enrollment periods based on a life event or income change.

5. Use a Local Full-Service Agent (like Cassandra R. McKenzie).

You would like a Broker that does this for a living and can handle all your needs. Whether it’s Medigap, Medicare Advantage or Part D drug Plans, work with a professional that will do it all and not turn you over to an 800 number for a drug plan.

6. Use technology to your advantage and find an Agency that uses it as well.

Technology today provides many ways to engage with Medicare Professionals. It could be text communications, remote signatures, video conferencing, or organization and management system to help you for the years to come. This allows easier access to get answers when you need them.

7. Work with someone Local.

Medicare Plans are Local area specific. A good local broker will have knowledge about plan options in your area. Local agents will also have more insight to State Specific Programs and Plans to help save you money.

8. Ask about State subsidy plans

You may qualify for state benefits based on your income which could pay for part of your Part B Premium. Make sure the broker you’re working with knows state subsidy plans and is willing to help you qualify. (if applicable)

9. Qualify your Broker and see if they ask suitability questions before a presentation.

Make sure your Broker is AHIP Certified. It is the industry standard for working with Medicare beneficiaries. Avoid Seasonal Brokers. Many do this on a part time-Seasonal basis. Find someone that is steadily working all year.

10. Avoid National Call Centers.

Covid-19 has changed the dynamics for Medicare, and you can expect much more activity stemming from call centers that are nowhere near your home. Remember, Medicare plans are localized and work in conjunction with state programs where you can receive further pricing improvements by participation in state assistance programs. Call center agents are seasonal and in far off states most will not know how state programs with Medicare Plans and a local agent could save you potentially thousands.

10/23/2023

Dental Coverage with Added Benefits.... Seek Cassandra R. McKenzie and she can let you know how...

How Master P Flipped A $10,000 Life Insurance Settlement Into A $250 Million Business Empire 09/07/2022

There are More Benefits of having Life Insurance than leaving a legacy.... Imagine creating YOUR OWN retirement fund and having it make money that the IRS never touches.... my goal is to make this happen for 30 or more families, individuals, and/or Business owners for the Month of September.

How Master P Flipped A $10,000 Life Insurance Settlement Into A $250 Million Business Empire When you browse our annual ranking of the richest rappers in the world, many of the top names are probably easy to guess. You've got your standards& #8...

09/01/2022

When you die, there are no more paychecks for your loved ones, but their bills stay the same.

04/03/2022

How important are You to your family??? Why not protect your assets and loved ones by protecting yourself??? Coverage can be a low as $10/monthly... Schedule a time for a consultation.

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Location

Website

Address

Columbia, SC

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm