About Us
Welcome to Safeguard Income!
Here at Safeguard, we turn the uncertainties of retirement planning into solid assurance. We understand that retirement is a significant milestone, and our goal is to make it as smooth and secure as possible for you.
Specializing in fixed annuities and linked benefits, we provide customized solutions tailored to meet your unique needs.
Mission
At Safeguard, our mission is to guide individuals and families through every stage of life with confidence and clarity.
Planning for the Future (Ages 40s–50s)
As you approach retirement, we focus on tax-smart strategies to help you grow your savings. Our recommendations often include:
Living in Retirement (Ages 60s–70s)
In retirement, the goal shifts to preserving wealth and creating income you can count on. We help you:
- Health Savings Accounts (HSAs)
- Insurance protection
- Tax-deferred savings with fixed annuities
-
- Diversify taxes in retirement income
- Set up lifetime income through annuities and insurance
- Plan for healthcare with asset-based strategies
-
We help you prepare today so you can enjoy peace of mind tomorrow.
It’s all about building financial security that lasts.
Your Plan, Your Priorities
Every financial roadmap we build starts with what matters most—your values, your family, and your goals. We take the time to listen, understand, and create a plan that reflects your vision for both today and the future.
A Smarter Path to Retirement and Legacy
We’re here to empower you to build a secure retirement and a lasting legacy. With personalized service and trusted guidance, we help turn your goals into reality—one smart decision at a time.
Our Promise to You
We’re committed to delivering exceptional service, with a personal touch. At Safeguard, you’re not just a client—you’re family. Let’s build a brighter financial future, together.
Meet Ray Henri
Ray Henri is an independent specialist in income planning and linked-benefit solutions.
For over 20 years, he’s been helping individuals and families protect more of their wealth—often more than they realized they could. His goal is to guide you through some of life’s biggest financial questions, such as:
- Will I have enough money to last through retirement?
- How can I prepare today for unexpected health care expenses tomorrow?
Raymond Henri simplifies complex topics like asset-based care programs and fixed annuities, making them easy to understand and even easier to apply to your own life. With clear guidance and thoughtful strategies, he helps turn uncertainty into confidence. Ready to take the next step?
Let’s talk about how to protect your income, plan for the unexpected, and create a strategy you can feel good about.
Our Philosophy
At Safeguard, our philosophy is a commitment to clients. We foster a strong, trusted connection with clients and guide them toward a secure retirement journey. Our objective is simple:
1. Lifetime Income
Help pre-retirees and retirees achieve a steady income stream that will last throughout their lifetime, providing peace of mind and financial security.
2. Healthcare Cost Management
Assist in offsetting unexpected health expenses in the future, ensuring that our clients’ financial well-being is protected from the uncertainties of healthcare costs.
By focusing on these two key areas, we aim to empower our clients to enjoy a secure, confident, and fulfilling retirement.
Our Approach
We take the time to:
Ask insightful questions
Listen attentively
Evaluate your responses
Understanding what matters most to you and your family, we consider multiple factors, including you’re:
Core values
Beliefs about creating meaningful options
Goals for your ideal plan
Join Us on Your Journey to a Secure Retirement
Ready to take the next step?
Contact us today, and let Safeguard Income help you secure a confident, flourishing future. We’re not just planning for retirement; we’re planning for your peace of mind.