Small Business Retirement Plans

Save for retirement and provide a valuable benefit for employees (or yourself, if you're self-employed). We provide consulting on plan design and vendor selection as well as education to all staff members.

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Financial Planning

Discover your goals and see what it takes to reach them. We'll create your plan together, test different "what-if" scenarios, and make adjustments along the way. Quick-Start sessions are also an option if you just need advice in one or two areas.

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Experience and Independence

CFP® Logo - Black Flame DesignJustin Pritchard, CFP, MBA, PPC: Justin is a Certified Financial Planner™ practitioner and Professional Plan Consultant with over 13 years of experience as a full-service financial advisor. He would be honored to assist you with independent advice, investment management, retirement plan consulting, and financial education.

Justin is not tied to any single investment firm or set of products. Compensation and expenses are clearly explained. If you just want to pay a flat or hourly fee for financial planning, you have that option. After that, any investments or other services you decide to use (on your own or through Justin) may have their own fees, expenses, and/or commissions.

Approach Financial Planning operates in Montrose, Delta, Ridgway, Telluride, and beyond. Justin continues to work with clients on the Front Range (and nationwide) by phone and virtual means.

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.