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Sales Director / Investment Advisor Representative / Wealth Strategist / Retirement Income Planner

Tony PritchettCLU® / ChFC® / RICP® CASL® 

About Tony

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 With Clients

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. 

Services Available

  • Insurance Planning
  • Investment Planning 
  • Financial Planning 
  • Retirement Planning 
  • Fee-Based Money Management 
  • Long-Term Care Planning & Placement

Licenses & Designations

  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Advisor for Senior Living (CASL®)
  • Retirement Income Certified Professional (RICP®)
  • Licensed In 3 States (See List)
  • Series 6, 7, & 63
Showing Up in Life

Married for over a decade and lucky father of two.

Enjoying Life

Cincinnati Reds game with family.

Planning for Life

Being a part of their lives is important

Saving to Wealth Building

As you utilize employee sponsored savings plans and shift into more advanced finance strategies your priorities change. You start to focus on more future income and leaving a legacy. This is where I can clarify answers for your specific situation to guide you through wealth building decisions, and how it 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.

Starting the Conversation

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. Book an appointment, virtually or in-person to discuss what you can do.

I'm happy to help explain or answer any questions.

Thank you!


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