Approach Retirement Advisors

Approach Retirement Advisors is a retirement planning and investment management firm that works with people approaching retirement and retirees. The firm focuses on tax-efficient investing, income planning, reducing taxes, and creating a legacy, and serves clients with at least $2 million in investable assets. Its founders, Eric McClain and Phil Walker, both hold planning credentials and describe the firm as a fee-only fiduciary practice that does not sell products.

Clients meet with the team on an ongoing basis rather than paying for one-time projects, and the firm works with couples and families on estate and inheritance questions as well as investments. Offices are in Birmingham, Alabama and Pensacola, Florida, and the firm invites new clients to start a conversation by phone or through its website.