Retirement Planning & Investment Advice

You’re smart enough to figure this out yourself. But maybe you’d rather spend your time doing other things. Get clarity today! Virtual meetings available in most states.

It’s your choice. Do it yourself, or have somebody else handle investments.

You are not required to transfer funds or invest a minimum amount. If you’d rather manage your own investments, you can just get help with retirement projections or get a second opinion on your current strategy. You have options.

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About Approach

Fee-Only

No commissions for selling financial products.

Fiduciary Advice

Required to act in your best interests.

Flat-fee & More

Choose a compensation model that works for you.

Common Questions

When Can I Retire?

Planning is crucial, whether retirement (however you define “retirement”) is just around the corner or many years away. The sooner you begin the process, the better off you are. Learn more about the most important pieces of your retirement finances.

Am I Doing the Right Things With My Money?

You probably have more to lose than when you were 25. So, are you taking the right amount of risk? It’s tricky to balance the need for growth—so you can reduce the odds of running out of money or losing purchasing power as prices rise—against a desire for security.

There are also logistical issues. For instance, are you using products with hidden fees and features that work against you? And are you taking advantage of all the opportunities to manage your taxes and get the most out of your employer’s retirement plan?

What Will Healthcare Cost in Retirement?

Once you lose employer-provided healthcare, you’re responsible for coverage. When you’re 65 or older, Medicare is your primary source of coverage, but how much should you expect to spend each year? Learn about those costs so you know what to expect.

Who Can Help Me Without Taking Me for a Ride?

You’ve got a dizzying set of options, and it’s hard to know who to trust. Plus, the compensation model your financial advisor uses is critical. Some people charge commissions, meaning they only get paid when you buy the particular products they sell. Others, like fee-only financial planners, have fewer conflicts of interest and can focus on giving you the advice you need.

See my list of questions to ask a financial advisor to see what’s most important and for tips on how to evaluate an advisor.

Justin Pritchard, CFP®, MBA, RMA®​

Over 15 Years of Experience With a Focus on Retirement Planning

  • Online meetings available in most states
  • A partner to help you get it done!
Justin

next steps

Think this might work?

Take the next step by learning more about your options and finding out if we’re a good fit. Review pricing ahead of time so you know what to expect, and let’s talk about your needs and your questions.