Lunch & Learn: Pre-Retirement Investing

Pre-Retirement Investing

Overview

The Facet Wealth Investment Philosophy is the foundation for every recommendation our CFP® professionals make. If you’re close to retirement, our strategies help you financially prepare to enjoy retirement on your terms.

Facet Wealth co-founder and chief evangelist Brent Weiss, CFP®, ChFC®, and Heath Hampton, CFP® sat down and talked through how the Facet Wealth Investment Philosophy can help prepare for the next stage in your life.

Originally aired: August 20, 2020
Hosted by: Brent Weiss, CFP®, ChFC® and Heath Hampton, CFP®

Looking for more strategies to help you financially prepare for retirement? Check out our blog post.

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Investment advisory services offered through Facet Wealth, Inc.(“Facet”), an investment adviser registered with the Securities and Exchange Commission (SEC). Such registration does not imply endorsement or approval. Investing involves serious risks and past performance is no guarantee of future performance or success. This is not a solicitation or an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation or research regarding any investment or investment strategy, legal or tax advice.

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