401(k) plans (or similar): Consulting on plan design and vendor selection. Plus, education for all staff members.
Planning for your future: Fee-only (commission-free) financial planning 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.
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
Ready to learn more? Call or write to schedule a complimentary introductory meeting. We'll discuss your needs and determine how to proceed.