Retirement Planning Books
Our goal is to reach a wider audience so that all have the opportunity to benefit from our firm's holistic approach to lasting financial success. As a result, we've made available these resources to help you implement the strategies to achieve that. Request a free copy of one of our retirement planning books!
By our founder Brandon Archibald
A Blueprint for Retirement
A MUST-READ ON RETIREMENT STRATEGY
In order to build a home that will provide the level of comfort you wish and weather the storms that come its way, a plan–or blueprint–is required. This retirement planning book details how the very same principles apply to your retirement plan.
Clear, concise, and relatable, Brandon reveals how to put these principles into action in order to build a secure retirement that you likewise will be proud of.
By our founder Brandon Archibald
My Peace of Mind Book
In the event of an untimely passing, would your spouse or children know what financial accounts, insurance, debts, trusts, wills, etc., need to be cared for? Would they know where these accounts and documents are held? Would they know the professional they should consult for assistance?
This scenario that has weighed heavily on me as it relates to my own family. I wanted to avoid just this scenario–one where my wife would unexpectedly and instantly find herself alone trying to unpack and figure out everything that I’ve been caring for.
This was the genesis of the idea behind the My Peace of Mind Book. One of the main purposes of this book is to have a resource for my wife to refer to which would tell her exactly where everything is. I also wanted this resource to go a step further–to act as an estate planning checklist of items needing to be addressed if I’m no longer here.
By our founder Brandon Archibald
A prescription for doctors to keep more of your money
For America's hard-working health professionals, without a doubt taxation is a heavy and painful burden. This retirement planning book–A Prescription for Doctors to Keep More of YOUR Money–is filled with his hard-earned knowledge on tax minimization, custom tailored for the needs of our nation's healers.
Retirement income: An owners manual
Money represents more than the paper it's printed on. It's the embodiment of your time, your talents, and your commitments. This retirement planning book–Retirement Income: An Owner's Manual–features an introduction by Brandon Archibald.
