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To reach a wider audience, firm founder, Brandon Archibald, lectures on and writes resources centered on the three central components of our holistic approach to lasting financial success: Retirement Planning, Tax & Social Security Optimization, and Estate Planning. Below are a few examples of those resources.

Book cover - A Blueprint for Retirement
By our founder Brandon Archibald

A Blueprint for Retirement


Just like planning a home that you will love will provide the level of comfort you wish for and weather the storms that come its way, a plan–or blueprint–is required. The very same principles apply to your retirement planning.

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?

A scenario that has weighed heavily on me and one I wanted to avoid is 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–I wanted it to act as an estate planning checklist of items needing to be addressed if I’m no longer here.

Estate Planning Peace of Mind Book
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. 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 version of Retirement Income: An Owner's Manual features an introduction by Brandon Archibald.

The first step toward achieving your retirement goals is having a plan…