Free Downloads & Retirement Education

Cover of e-book on retirement planning shown in mobile deviceWithin minutes, you get the following items:

  1. Nine Keys to Retirement, with informative graphics about retirement and investing. Plus, my commentary and takeaways to help you plan for your goals.
  2. Six Safest (Simple) Investments for times of market turmoil. A short handout with tips and pitfalls of selected strategies.
  3. Ongoing education (optional): After that, you get a series of educational emails and videos to help you plan (spaced out over the coming weeks and months so you have time to digest). If you decide that’s not your cup of tea, you can just opt-out with a single click at the bottom of any message.

Note: I take this seriously—I do not sell your information to anybody. If you never want to hear from me again, there’s an unsubscribe link at the bottom of the email (but I think you’ll get a lot of good information).

Here’s what to expect:

  • Explanations from a fee-only fiduciary financial advisor with over 15 years of experience
  • Charts and research from JP Morgan, as well as my own writing (used with permission, and there is no affiliation between JPM and Approach Financial)
  • Key takeaways for planning

From Justin Pritchard, CFP®: These are digestible reads. They’re concise enough that you won’t spend all day on this, but you get robust information that helps you gain perspective on complicated topics. Take a look!

Overview of Approach Financial Inc., a fee-only advisor in Colorado