The Investor Blueprint delivers a complete framework for starting
and growing a tax-efficient retirement investing strategy.
The Investor Blueprint delivers a complete framework for starting and growing a tax-efficient retirement investing strategy.
"Simple, concise, and easy to follow."
- John F.
You trade hours for dollars at your job. Your money is spent on your house, your bills, and your kids. Paycheck in, paycheck out.
Things can be different.
You can take that same paycheck, and build true freedom for yourself through the power of investing. Yet, many people never do. Instead, they end up lost in a maze of financial jargon and complicated tax rules.
It's just too confusing.
Trying to formulate a strategy that works from YouTube videos, financial podcasts and The Wall Street Journal is stressful and overwhelming.
What you need is a path to follow.
The Investor Blueprint gives you a simple framework that you can use to create a custom-built, tax-efficient retirement investing portfolio.
It's a financial path that works.
Based on 7 years of investing experience, hundreds of hours of study, multiple financial certifications, and a plethora of financial books.
So skip the homework!
Get the winning strategy you need to create the financial freedom you deserve.
The Investor Blueprint will give you the roadmap to build a long term investing strategy that actually works.
The course includes step-by-step instructions to create financial freedom by reducing taxes, optimizing retirement accounts, choosing dependable investment funds, building an investment portfolio, and much more.
If you're looking for a turnkey solution that you can use to build your personal investing strategy, you've found it.
The Investor Blueprint contains 9 in-depth chapters, 82 lessons, and 6 hours of video instruction that you can complete at your own pace.
Included with the course is a Google Sheets (also Excel compatible) workbook that includes tools, calculators, and a financial dashboard to help you build your financial strategy.
If you don't have prior investing experience, this intro course will bring you up to speed for the more advanced topics in the main course.
"Great Investment in yourself"
"Jackson did a great job of pulling together quality information and presenting it simply, thoroughly and quickly! Taking this course is a great investment in yourself."
- Scott T.
"I Highly Recommend This Course"
"I have enjoyed learning about all of the different tools I can use to plan for my retirement. Jackson is a knowledgeable investor and great teacher. I highly recommend this course if you wish to plan for your financial future!"
- Jesse G.
"So Helpful!"
"This course was so helpful! It covers a lot of information in a way that is easy to understand, using examples and real life situations. I definitely recommend this course for everyone."
- Helaman A.
The Investor Blueprint is your complete guide for creating a tax-efficient retirement investing strategy. It's everything I teach my 1-1 clients, and everything you need to know to be a smart investor.
I'll start by showing you the power of investing. Building a winning investment portfolio is going to take strategy and time.
I'm going to show you a simple, 4-step framework for creating financial freedom. Then I'll help you run your own retirement projections.
I'm going to show you a simple, 4-step framework for creating financial freedom. Then I'll help you run your own retirement projections.
You're going to learn how to split your money into 3 buckets to reduce your taxes. Learn how different investments are taxed, and how to keep more of the money you earn.
We'll do a deep dive into taxable brokerage accounts, Roth IRAs, Health Savings Accounts, Traditional IRAs, and 401k Plans.
You'll learn how to choose the accounts that are right for you, and how to optimize what you already have.
We'll do a deep dive into taxable brokerage accounts, Roth IRAs, Health Savings Accounts, Traditional IRAs, and 401k Plans.
You'll learn how to choose the accounts that are right for you, and how to optimize what you already have.
I'll help you create a personal strategy for building your investments over time. You'll also learn how to make your investments run on autopilot.
This is where I share exactly how to create your investment portfolio, with specific recommendations and examples. I'll also give you a model to build your own well-diversified portfolio of index funds.
This is where I share exactly how to create your investment portfolio, with specific recommendations and examples. I'll also give you a model to build your own well-diversified portfolio of index funds.
Discover the common traps investors fall into, and how to avoid them. Explore the winning psychology that will grow your money faster than ever before.
Discover specific strategies for retiring well before the traditional age of 65. Learn how to shorten your working years, without running out of money.
Discover specific strategies for retiring well before the traditional age of 65. Learn how to shorten your working years, without running out of money.
Complete the course to unlock this bonus module on advanced investing techniques. Discover the secrets that financial experts use to build wealth. Get an inside look at my own personal investing strategy.
Get access to a Google Sheets Workbook that provides the financial dashboard, calculators, and everything you need to take action. You can use it for life to track your income, budget, investments, and more.
If you're new to investing, I've embedded a complete bonus course that teaches the basics. The Fundamentals of Investing course includes a step-by-step walkthrough to set up your first investing portfolio.
Not everyone is the right fit for The Investor Blueprint.
✅ You live in the United States of America.
✅ You're between the ages of 18 and 60 years old.
✅ You're looking to build a retirement investing strategy that focuses on tax efficiency and long-term growth.
✅ You're willing to reassess or even pivot from your current investing strategy.
✅ You know that patience and time are required to build wealth.
✅ You plan to apply the principles that you learn.
❌ You don't have access to US-based financial accounts.
❌ You are already withdrawing money from your retirement accounts.
❌ You're looking for help with day trading, options trading, cryptocurrency, or real estate.
❌ "What stock should I pick?" takes priority over "How do I invest for the long term?"
❌ You expect overnight investing results, without working and saving money along the way.
The Investor Blueprint
9 in-depth chapters
82 lessons of video training content
Bonus Financial Freedom Workbook
Bonus Fundamentals of Investing Course
Lifetime access
By purchasing the course, you get lifetime access. I will periodically expand this course with additional content. All new material will be free to you.
Updates could include:
- New video lessons and investing strategies
- Changes due to tax legislation, investing rules and contribution limits
- Additions and improvements to the Financial Freedom Workbook
- Updated investing brokerage and software recommendations
Being an investor is about creating freedom.
We plan for the future in a way that creates optionality and flexibility, rather than subscribing to the corporate life until age 65.
As investors, we don't ask: "How can I buy more stuff?" Instead, we ask: "How can I buy my time back?", and then create an investing strategy to achieve it.
It's not about earning more to spend more. It's about creating tax-proof, self-replenishing sources of income.
We keep our investing simple - prioritizing low fees, tax efficiency, and flexibility.
Freedom is our goal: to pursue the things we love, with the people we love.
No age requirement necessary.
The course is composed of 82 instructional videos, broken into 9 chapters. There are also supplemental guides & resources for you to download and keep forever.
Once you purchase the course, you will have lifetime access.
Yes! If for whatever reason you are not 100% satisfied after purchasing, you have 24 hours to receive a full refund.
This course is for DIY investors who know how to buy and sell stocks but want a better strategy for things like reducing taxes, diversifying risk, and planning for retirement.
This course is an accumulation of everything I've learned from my own 7 years of investing experience, as well as everything I've learned from the portfolios of others.
I've helped hundreds of individuals with their finances. I've learned what works, and what doesn't. I specialize in long-term investing strategy for people in the pre-retirement phase of life.
In addition to practical experience, I also have a Certificate of Financial Planning from North Carolina State University, and am registered as an Accredited Financial Counselor (AFC).
I get it - you think The Investor Blueprint is for you, but you're not 100% sure yet.
After all, you can't pick up the product and try it on the way you would a shirt at the store.
That's why I'm giving you a 24-hour money back guarantee.
If you're not 100% satisfied with the course, just send me a message within 24 hours and I'll give you a full refund.
No questions asked.
I assume that if you're considering purchasing The Retirement Investor Blueprint, you've likely followed me on Linkedin for a while. I don't run ads, so it's unlikely that you've stumbled upon this course randomly.
Over the past two years, I've worked hard to build a reputation for delivering high-quality financial advice. I'm proud to have helped hundreds of people with their finances through my 1-1 financial services.
This course represents my best work - 82 lessons and 6 hours of detailed, instructional content. It's everything I wish I'd had when I started investing in back in 2018.
That said, The Retirement Investor Blueprint is designed for individuals who are fully ready to commit to the learning process. It's most beneficial for people who are familiar with the basics of investing, are looking to build long-term wealth, and are prepared to dedicate the necessary time and effort to achieve results.
To ensure the best experience for all, please carefully consider if this course aligns with your needs and circumstances before purchasing. If you're unsure whether you can commit the time or aren't confident this course is right for you, I encourage you to reach out with questions prior to making a decision.
While I'm confident in the value this course provides, I wants to clarify that all sales are final, and I do not offer refunds on this course. This policy allows me to maintain the integrity of the course and focus on delivering the best experience possible to those ready to engage fully.
Thank you for taking the time to evaluate this opportunity thoughtfully.