Fiduciary Financial Advisors
Approach Retirement Advisors
Approach Retirement Advisors, LLC is the product of a recent merger between McClain Lovejoy Financial Planning, LLC and Walker Wealth Advisors, LLC.
Approach Retirement Advisors
Who We Are
We’re an independent, fee-only retirement planning firm with offices in Birmingham, Pensacola, and Navarre. As fiduciaries, our goal is to help you plan and transition into a successful, secure, and meaningful retirement.
Partner
Eric McClain, CFP®
Eric is a CERTIFIED FINANCIAL PLANNER™ professional and holds a bachelor’s degree in family financial planning and counseling from The University of Alabama.
Partner
Phil Walker, CFP®, JD
Phil is a CERTIFIED FINANCIAL PLANNER™ professional and holds a bachelor’s degree in accounting from the University of Kentucky. Phil also holds an MBA and JD from Samford University.
Approach Retirement Advisors
What We Do
What sets us apart is not necessarily WHAT we offer, but HOW we go about delivering it. Everything we do has you and your unique needs in mind. The focus and expertise of a small team helps up strive to provide the reassurance of a friendly and trusted advisor. Some of the services we commonly provide to clients include:
- Retirement planning
- Investment management
- Distribution management
- Social Security timing
- Tax review and analysis
- Charitable giving
- Estate planning coordination
Approach Retirement Advisors
Who We Work With
Planning – at the beginning and throughout the relationship – is an integral part of the value we provide to each new client. Our commitment to planning is reflected in the fact that our management fee includes all initial financial planning, ongoing financial planning and investment management services.
To maintain our high level of service and maximize the value of our process, we typically serve new clients with at least $2,000,000 in investable assets under our management.
Prospective clients who do not meet the asset minimum may still work with our team by:
- Surpassing an annual household income amount of $250,000 (single) or $500,000 (joint)
- Receiving a referral from an existing client
- Requesting an exception
Approach Retirement Advisors
Contact Us
Birmingham
Eric McClain
205.588.8637
eric@approachretirement.com
3928 Cypress Dr., Ste 150
Vestavia, AL 35243
Pensacola & Navarre
Phil Walker
850.316.8871
phil@approachretirement.com
3 W Garden St, Ste 710
Pensacola, FL 32502
7552 Navarre Pkwy, # 25
Navarre, FL 32566