Justin Pritchard, CFP®, PPC® Approach Financial, Inc.
- 236 South 3rd St PMB 216, Montrose, CO 81401
- (970) 765-0595
About Justin Pritchard, CFP®, PPC®, MBA
Hi, I’m Justin Pritchard, CFP®, founder of Approach Financial, Inc. in Montrose, Colorado. I’ve been helping people with their money for over 15 years, and my goal is to help you get things done so you can move on to the more important things in life. Whether you prefer to spend time with loved ones, get outdoors, or do anything else, getting those necessary financial tasks behind you makes it easier.
I love helping people get on track and stay there. Let’s figure out when you can retire, what it will look like, and examine several what-if scenarios. See how Social Security and healthcare expenses might look in your future. Can you retire early, and what will it take to do so? Do you need help evaluating whether or not it makes sense to take a pension, buy an annuity, or use other strategies that you’ve heard about?
Also, if you run a business, I’ve worked with numerous workplace retirement plans, such as 401(k) plans. I’m available for everything from plan consulting and setup to ongoing service, participant education, and financial wellness. That means I’ll educate your employees — the real people who save in those plans — as they work toward their goals. For retirement plans, small businesses and self-employed entrepreneurs are my sweet spot. Whether you go with a SIMPLE, a 401(k), a defined benefit plan, or payroll-deduction IRA, we can explore the pros and cons.
I earned an MBA and MSIS from the University of Colorado in 2003 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2010. I first got licensed with a financial firm in 2000. I’ve also written about personal finance, loans, insurance, retirement, early retirement, and more for the past 15 years — I enjoy staying up to date on new developments.
Read Justin’s blog here: https://approachfp.com/blog/
- Baby Boomers
- Business Owners
- Gen X
- Retirement Planning
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
- Monthly fee: $100+/mo + $1,800 up front
- Quarterly fee: $300+/qtr+ $1,800 up front
- Hourly fee: $150+/hr
- Flat fee: $500+/engagement
- AUM: 0.75%+