Start The Conversation

Approach retirement with a trusted team
supporting you every step of the way

Who we work with

We want to make sure we are the right fit for you and your
unique situation. We work with many different types of clients,
but believe we add the most value to clients who are:

Concerned about supporting their spouse and leaving a legacy
Ready to collaborate
with a professional

Generally, $2,000,000 in
investable assets
Planning for retirement, retired or experiencing sudden wealth

Face the next stage of life with certainty

Start working with a team who will be by your side, supporting you and ensuring your financial future is the best it can be.

Schedule your discovery meeting with Eric in Birmingham
Schedule your discovery meeting with Phil in Pensacola and Navarre

Prefer To Reach Out To Us Directly?

Birmingham office (205) 588-8637
Pensacola office (850) 316-8873

Email us at info@approachretirement.com

Our simple, personalized process

We Want To Get To Know And Understand Your Goals

Step 1

Discovery Meeting

Let's review your finances and answer your questions

After we’ve had an introductory discussion, we’ll meet to learn more about your goals, needs, expectations, concerns, and values. This meeting will also provide an opportunity for you to learn more about us and ask questions. The discovery meeting helps us determine if Approach Retirement is a good fit for your goals and objectives, and if you are a good fit for us, too.

Step 2

Plan Presentation And Begin Your Approach

We'll share our ideas on how to wisely navigate your
retirement planning journey and manage your money

Next, is the plan presentation meeting. We will explain how Approach Retirement partners can walk through your retirement planning, retirement realization, and investment management. Afterward, if we all believe there is a basis for moving forward, we will begin our journey together.

Step 3

Crafting A Steady Approach

We’ll evaluate where you are on the
journey and course correct as needed

Because we believe reaching your retirement and investment goals is a shared responsibility, we strive to be lifelong partners in helping you achieve them. Along the way, we’ll regularly review and monitor progress and make necessary changes. Implementing strategies and initiating consistent progress reviews can mean the difference between dreaming the dream and living the dream.

Advice When You Need It

Smart money tips to your inbox every month.

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Review Our FAQs

Where are you located?

We work with clients nationwide. Our physical offices are located in Birmingham, AL, Pensacola, FL, and Navarre, FL.

What is your fee structure?

Generally, fees are assesed against the assets we manage direclty at our custodian or indirectly such as work retirement plan.

What does it mean to be a fee-only firm?

It means we work for you, and are paid by only you. No commission; no third parties; no trips or roundtables.

What makes you different from other advisors?

We care deeply about our clients, and we are personally invested in their success. We know that we aren’t the only advisors who take this approach, but it is the only approach we take.