fbpx
Tom Purzak

Tom Purzak

Principal

View My Bio!
Tom Purzak has been in the Estate and Financial industry since 1996 his focus of his practice has been to help as many people avoid the pitfalls of Probate, unnecessary taxes, and market risk.
Tom has trained thousands of successful colleagues during his career. He has been instrumental in transferring over $1 Billion into tax deferred and tax-free retirement accounts over the past 23 years.
Tom believes proper Estate, Retirement and Financial Planning requires an intimate knowledge of the needs of our clients, and is committed to developing relationships that allow him to understand those needs. He believes in the Safeguard “Service 1st” philosophy, and when coupled with the experience and professionalism of our team, he feels this is a winning combination for our clients. He strives to serve our clients effectively, efficiently, and distinctively, whatever their financial objectives are Tom ensures that clients understand their estate and retirement plan with utmost confidence.
Tom lives in Scottsdale with his wife Carla they have two daughters in college. Tom enjoys outdoor activities, sports, but his biggest joy is spending quality time with the family.
JP Owen

JP Owen

Principal

View My Bio!
JP Owen has been in the Financial Services business for the last 25 years specializing in Tax Advantaged Retirement Planning  He has helped Thousands of clients significantly increase their retirement income and protect their investments.
He is currently working with clients to implement retirement strategies to provide retirement income of $50,000; $100,000; $200,000 or more per year tax-free.
JP Owen is currently a Founder Of Safeguard Estate Planning and Financial Services, and is affiliated with one of the largest marketing organizations within the insurance and financial industries.  As a speaker and trainer he is in high demand and lectures and teaches at seminars and conferences all over the United States.
JP Owen also hosted the Financial Freedom Show on KDAR Christian radio 98.3 FM
JP Owen has trained thousands of successful colleagues during his career.  JP Owen has been instrumental in transferring over $1 Billion dollars into tax deferred and tax free retirement accounts over the past 25 years.
In 1997 JP Owen started a national estate and retirement planning firm which grew to be one of the largest in the nation with over 29,000 clients alone in California. The company was purchased in 2002 by the sixth largest insurance company in the world.
JP Owen is a licensed insurance agent, a Certified Annuity Specialist, a Certified Wealth Practitioner, and an Elite IRA Advisor with Ed Slott.
JP Owen has been happily married to his wife Laura for the past 30 years, has 3 children, and 5 grandchildren. He lives in Scottsdale, and is a member of Reality Community Church, and is also a member of the Pacific Corinthian Yacht Club.  He loves fishing, Hunting, boating, camping, most of all spending time with family.
Robert Levin

Robert Levin

Estate Planning Consultant

View My Bio!

Meet Robert

Robert Levin is a Trust Planning Consulting at Safeguard Estate and Financial. Prior to joining the Safeguard family he was the owner of a Los Angeles based customer service company for over 18 years. Robert loves helping people and always goes to great lengths to ensure that he provides his clients with the best possible solutions for their individual needs.

Personal

Robert is happily married to his wife, Kathy, and loves spending time with his two beautiful daughters. His daughter graduated as a music major Magna Cum laude in Vocal Performance and is now pursuing her Masters Degree at San Jose State. His other daughter also loves singing in choir and recently graduated high school. Robert also loves skydiving and enjoys many other outdoor activities as well as watching hockey or just hanging out and having a good meal or golfing with some great friends.

Jeff Sykes

Jeff Sykes

Estate Planning Consultant

Sandy Fey

Sandy Fey

Scheduling Coordinator

David Rumore

David Rumore

Scheduling Coordinator

Nancy Nordenstrom

Nancy Nordenstrom

Receptionist

Contact Us:

Questions About Your Financial Blueprint? Contact Us Today!

13 + 4 =