JP
Justin Pritchard
Montrose, CO
Verified Identity
Retirement Planner at
Approach Financial, Inc.
Years of Experience
20 years
Member Since
2022
Allow Me to Introduce Myself
Money isn't the most important thing in life, but it can cause anxiety or offer flexibility. I help people plan for retirement and invest for the future while keeping the big picture in mind. For over 15 years, I've guided clients and retirement plan participants as they work toward financial indepe...
Clientele
Inheritors
New Investors
Retirees
Surviving Spouses
Divorcees
Services Provided
Investment Management
Retirement Planning
Specialties and Expertise
Retirement Income
Credentials and Designations
Certified Financial Planner™
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Retirement Management Advisor®
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Master of Business Administration
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Pricing Models
Flat FeeHourly RateAUM
Disclosures and Proof of License
SEC Profile
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