Pre-RetireesRetireesTax Planning
Justin Pritchard, CFP®, MBA, RMA®
Approach Financial, Inc.
Price Range: $9,000 annually, or $685 for a one-time meeting
When can you retire? How much can you spend? Are there things you should be doing to manage taxes in retirement? These are the types of questions I love working on.
I've been helping people with retirement for over 20 years, and I'd love to play a part in your retirement planning. We can discuss your Social Security strategy, investing and spending, tax planning, and more. Whether you want a one-time discussion or an ongoing relationship, I offer fee-only fiduciary advice to all clients.
The first step is to reach out and let me know what's on your mind: What are your top questions, how do you think I can help, and what else is important to you?
Want to see some of the topics I discuss with clients? Check out my free educational videos here: