Safeguard Financial & Insurance Services

2999 Oak Rd.
Suite 120
Walnut Creek, CA 94597

Contact: Jason Lohe

Phone: (925) 627-1808

E-mail: jasonlohe@safeguardfinancial.com

Website: www.safeguardfinancial.com

We started Safeguard Financial with one goal in mind: to create a revolutionary offering that was personalized to the needs of both the agent and the professional athletes that they represent. We have worked in the business, and we have a proven game plan for success.

Why are we qualified? We have worked on all sides of both professional sports and the financial services industry, we understand what you need and what you want, we have combined all of the resources that we had at Morgan Stanley’s Wealth Management Department and merged that with our backgrounds in professional sports.

My background includes the following employers:

* Michael Jordan
* Major League Soccer
* The Oakland A’s Baseball Company
* Octagon Football
* Morgan Stanley
* AIG Advisor Group
* Safeguard Financial and Insurance Services

In addition to offering our extensive network of contacts and services, we make sure that our clients are making the most informed decisions with their wealth by providing them clear, honest, and unbiased advice. We would like the opportunity to earn your trust, and welcome you to join our family.

In the past three years, Safeguard has pooled together a variety of best of breed solutions and individuals. We have formed a group of advisors and former players that truly put the needs and interest of the player first.

Our team has been able to offer both agents and athletes:

* Concierge Services
* Private Jets
* Limousines
* Home Theater
* Relocation Services
* Entertainment Access
* Financial and Estate Planning
* Active Investment Management
* Asset Protection and Risk Management
* Insurance Planning
* Mortgage Advice
* Consultation on Private Equity and Venture Capital