Tony Pritchett*, ChFC®, CLU®, CASL®
Sales Director/Investment Advisor Representative
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.