wiseradvisor

Justin Pritchard
Approach Financial, Inc.

Tel: (970) 765-0595
402 South 2nd Street, Suite 6
Montrose, CO 81401

Retirement Planning and Investment Advice

Approach Financial, Inc. | Financial Advisor in Montrose ,CO


About Approach Financial, Inc.

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.


General Information

Firm Start Year:   2020
Insurance License#:   N/A
Name of Custodial Firm:   Charles Schwab, TD Ameritrade
Number of Years with Current Firm:   2
I work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors


Services

Investment Types:   Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Video Conference, Via phone, At my office


Firm Information

Assets Managed by Firm:   $8,725,893
Assets Managed by Advisor:   $8,725,893


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Based on Assets, Flat Fee, Hourly
Minimum Fee Charged for Managed Accounts:   1%
Minimum Fee Charged for Hourly Planning Accounts:   $250


Education

Bachelor of Arts - Spanish Literature and Language  University of Colorado
1993-1997

Master of Business Administration  University of Colorado
1999-2003



Disclaimer

Approach Financial, Inc. is registered as an investment adviser in the state of Colorado and is licensed to do business in any state where registered or otherwise exempt from registration.

Justin Pritchard

Justin Pritchard

CFP®

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!

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