Reid Abedeen
Managing Partner @Safeguard Investment Advisory Group
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WORK HISTORY
Managing Partner @Safeguard Investment Advisory Group
I am a partner at Safeguard Investment Advisory Group, LLC. As an Investment Advisor, I have helped retirees for over 18 years with their personal affairs concerning insurance, long-term care planning, financial services, asset protection and many other areas.Upon receiving my degree in business administration, I began the first leg of my career in the banking industry. My main goal and objective was to discover the best way to help my client achieve the financial goals they so desired and to avoid any pitfalls along the way. I soon realized that institutions were limited in the personalize assistance they could offer the families they served.A commitment to my clients and their families compelled me to take action to insure that their best interest could be my first priority. So, I made the decision to start an independent firm, allowing myself the ability to provide the proper help and personalized guidance that families need in order to achieve their retirement goals.As an Investment Advisor, my primary focus is to obtain a clear view of the \"Big Picture\". Not only do I focus on this, but also help my client to see it as well. This \"Big Picture\" approach along with an understanding of what my client is looking to achieve personally, financially as well as the estate planning for their heirs, helps me insure that the plan they have in place is sound and on track to meet their financial goals and objectives. Retirement is a very crucial turning point in the lives of my clients and is not a time for forcing my personal opinions or agenda, but rather strategizing together to achieve the very best and most secure outcome possible for financial independence spanning the duration of their retirement future.
SKILLS
ABOUT REID ABEDEEN
Reid Abedeen is the managing partner at Safeguard Investment Advisory Group, LLC. As an…
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