I help navigate smooth transitions from checking accounts and banking products into the next level of more advanced financial products. I utilize strategies to build wealth for your future, and ultimately retirement.
I am able to cohesively integrate your goals into a plan that works for you wherever you are in your financial life. With an economics and banking background, I have a comprehensive understanding of how the economy and cash flow work together seamlessly.
My focus is to structure how to get to the next milestone incrementally at a consistent, and manageable pace.
I find my clients contact me frequently to share their changing life plans, like a new job or relocating out of state. Sometimes it’s parents trying to save for college, or contribute efficiently to 401(k)s, or using life insurance as an asset.
As a Dad, I understand that life doesn't always go as planned. This is why, I I believe your financial plan must be flexible and dynamic, it should change with you. My goal is to keep you right on target and when you need to pivot and devise efficient alternatives to get you where you need to be.
As you utilize employee sponsored savings plans and shift into more advanced finance strategies your priorities change. You start to focus on more lifetime income and leaving a legacy. This is where I can clarify answers for your specific situation to guide you through the decision making process. When it comes to wealth building for how this can build a happy and successful retirement income plan. This is not all that I do, I have helped hundreds of people make life-changing financial decisions with a combination of investments, life insurance, and annuities, and long-term care plans. You want to make your portfolio work for you to maximize its potential. There are strategies that can be done to enhance what you are currently doing. Just book an appointment, virtually or in-person to discuss what you can do. Here’s my latest PDF I just sent out to clients. Check out to see what it looks like. Life changes, but your financial success does not have to. – Tony M. Pritchett, CLU®, ChFC®, CASL®, RICP®, Series 6, Series 63 [ Learn More About My Qualifications] Sales Director/Investment Advisor Representative | Wealth Strategist | Retirement Income Planning A Registered Life Agent since 1997 & Financial Advisor since 2002 OH Insurance License #600693
Current Opportunities for Clients: Financial Bi-weekly Coaching (45 minutes)-- Currently recruiting for Fall Sessions Open to: Volunteering, Public Speaking, Financial Literacy– Email me if you want to partner!