Our Services

What We Do Best

At Safeguard Income, we specialize in turning retirement planning from a source of stress into a foundation of security. We focus on fixed annuities and linked benefits, offering personalized strategies that align with your lifestyle and goals. Our mission is simple: to help you build a predictable income and ensure you’re prepared for the future, no matter what it holds.

With over two decades of experience, Ray Henri has guided countless individuals toward a worry-free retirement. He believes in creating plans that not only secure your income but also protect against high healthcare costs in later years. Whether you need coverage during your lifetime or want to leave a tax-free legacy for your loved ones, we’re here to craft a solution that’s just right for you.

At Safeguard Income, we build strong, trusted relationships with our clients, giving you the confidence and peace of mind to enjoy a secure and flourishing retirement.

Simplified Retirement Planning. Comprehensive Solutions.

At Safeguard, we specialize in making retirement planning straightforward and effective. Our integrated approach is designed to address every key aspect of your financial future:

Health Risk Mitigation

  • HSA
  • Long Term Care
  • Linked Benefits

Secure Your Health, Wealth, and Legacy

Secure coverage for chronic illnesses, safeguarding your health and finances. Protect your hard-earned assets while ensuring a tax-free legacy for your loved ones. This plan not only supports you now but also leaves a lasting benefit for those you care about most.

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How to Create Income for life

  • Fix Annuity
  • Single Premium Immediate Annuity

Planning for retirement is all about ensuring you have a steady and reliable income to support your lifestyle!

By securing predictable income streams, like pensions or investments, you can enjoy peace of mind knowing you'll be financially comfortable throughout your retirement years. It's about making sure you can focus on enjoying life without worrying about money.

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Tax Preparation & Strategic Planning

  • We help minimize your tax burden through forward-looking strategies that align with your retirement goals.

Effective Tax Strategies for a Secure Retirement

Our Tax Preparation & Strategic Planning services focus on reducing your tax liability by implementing forward-thinking strategies. We work closely with you to understand your long-term retirement goals and develop a customized plan that minimizes taxes now and in the future. With a proactive approach, we aim to ensure you keep more of your hard-earned money while securing a stable financial future.

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Why Choose Safeguard Income Services ?

Expertise

Benefit from Raymond Henri’s extensive experience and specialized knowledge in financial planning.

Customization

Each client receives a tailored strategy, reflecting their unique financial situation and goals.

Ethical Approach

Committed to transparency and ethical practices, prioritizing your best interest at every step.

Ongoing Support

Dedicated to providing continuous guidance and adjustments to your financial plan as needed.

Your Path to Future Ready!

Start with a Comprehensive Financial Assessment

Develop a Personalized Strategy with Ray Henri

Implement the Plan with ongoing Support and Adjustments

Our Commitment To Excellence

Staying Updated

Staying updated with the latest financial trends and regulations.

Service Quality

Regular training and education to enhance our service quality.

Efficient Financial Management

Utilizing cutting-edge tools and technology for efficient financial management.

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Ready to Take the Next Step? Let us help you build a secure financial future...

Book Free Consultation with Ray!