Justin Pritchard, CFP®
Whether we do detailed planning or you just want to ask some questions, you'll be better informed.
Figure out when you can retire, what you're on track for, how much you can spend, when to take Social Security, how to invest your retirement nest egg, and more.
We generally take stock of your resources like Social Security or pension income, plus any assets earmarked for retirement. Then, we review your projected spending, including potential changes to spending over time. All the while, we keep taxes, investment returns, inflation, and other factors top-of-mind. And we can run various what-if scenarios to take an optimistic or pessimistic view—or just explore possibilities.
How do we work together? It's your choice: Do it yourself, or have me handle your investments—you are not required to transfer assets or invest any minimum amount.
Options include flat-fee or one-time project work, asset management, and other arrangements. You can choose a model that meets your needs and feels right for you. Get a second set of eyes, ask a few questions online, get a quick investment review, or go with an ongoing relationship.
With that information, you can make informed decisions. Can you retire early? How much can you spend after taxes? Does it make sense to pursue strategies like Roth IRA conversions (to avoid IRMAA surcharges and manage taxes)? Are annuities worth looking at, and should you keep the products somebody else sold you?
When it comes to investing, I favor a simple approach. Portfolios and recommendations are primarily index-based, consisting of mutual funds or ETFs. I do not receive any commissions for selling products, and I'm not a fan of active trading or picking individual stocks.
Figure out when you can retire, what you're on track for, how much you can spend, when to take Social Security, how to invest your retirement nest egg, and more.
We generally take stock of your resources like Social Security or pension income, plus any assets earmarked for retirement. Then, we review your projected spending, including potential changes to spending over time. All the while, we keep taxes, investment returns, inflation, and other factors top-of-mind. And we can run various what-if scenarios to take an optimistic or pessimistic view—or just explore possibilities.
How do we work together? It's your choice: Do it yourself, or have me handle your investments—you are not required to transfer assets or invest any minimum amount.
Options include flat-fee or one-time project work, asset management, and other arrangements. You can choose a model that meets your needs and feels right for you. Get a second set of eyes, ask a few questions online, get a quick investment review, or go with an ongoing relationship.
With that information, you can make informed decisions. Can you retire early? How much can you spend after taxes? Does it make sense to pursue strategies like Roth IRA conversions (to avoid IRMAA surcharges and manage taxes)? Are annuities worth looking at, and should you keep the products somebody else sold you?
When it comes to investing, I favor a simple approach. Portfolios and recommendations are primarily index-based, consisting of mutual funds or ETFs. I do not receive any commissions for selling products, and I'm not a fan of active trading or picking individual stocks.
Client Reviews
$7,500 to $8,500
Flat Fee/Retainer
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
You're thinking about retirement or recently retired. Most clients are roughly 5 years before or after retirement, but early planners and older clients are always welcome. You want down-to-earth management and planning that helps you feel clear and confident about using your money during your best years. All the while, we're managing taxes and keeping an eye on risks.
Clients who wouldNOTbe a good fit
Stockpickers or those who want to "beat the market." People who want to use a special 401(k) or IRA account to purchase investments besides traditional mutual funds, ETFs, CDs, bonds, and other fixed income investments.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Flat Fee/Retainer
$7,500 to $8,500
One-Time Financial Planning Fee
$685
Percentage of Assets (AUM)
0.75% to 1%
Meeting Options
Video meetings
Phone
About Justin Pritchard, CFP®
Retirement planning and investment management.
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