Services

401(k) plans (or similar): Consulting on plan design and vendor selection. Plus, education for all staff members.

Planning for your future: Fiduciary, commission-free advice for individuals and families. Flat-fee, hourly, and asset-based payment options.

Investment management: Whether you prefer to hand it over or handle it yourself.

About

Justin Pritchard, CFP®, MBA:

  • Approach Financial is a fee-only firm
  • Over 14 years of experience with employer retirement plans and individuals
  • Transparent, up-front pricing
  • No commissions for financial product sales

Get Started!

Ready to learn more? Call or write to schedule a complimentary introductory meeting. We'll discuss your needs and determine how to proceed.