WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Montrose, Colorado. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Montrose, Colorado|
|Financial Advisor||Office Location||Phone Number|
Approach Financial, Inc.
402 South 2nd Street, Suite 6,
Montrose, CO 81401
Fee Only, Based on Assets, Flat Fee, Hourly
402 South 2nd Street, Suite 6,
CO 81401 Phone Number (970) 7650595
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? I don't know everything about everything, but I have been quoted in the New York Times, Consumer Reports, the Wall Street Journal, Time, Forbes, and more. Please let me know what's on your mind!
You're smart enough to figure all of this out yourself, but maybe you;d rather do other things. That describes most clients of Approach Financial Planning. And if you prefer not to work with a big firm (with the requisite expensive suits and CNBC blaring on the television), you're in the right place. We're not trying to emulate Wall Street. My priority is to help you get clarity and confidence as you move into the next chapter of life. Take advantage of my 15 years of experience to get the answers and guidance you need. You'll pay no commissions under our fiduciary, fee-only arrangement. Whether you want ongoing investment advice and management or a one-time analysis, you're in control of the relationship. Justin Pritchard, CFP® (the founder of Approach Financial, Inc.) has been quoted in the New York Times, Consumer Reports, the Wall Street Journal, Time, Forbes, and more.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?