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

We specialize in helping retirees and near retirees who need (and want!) a long-term relationship. A proactive, ongoing service model enables us to continually refine your retirement income, investment strategy, and tax plan as your life changes.

Because of this, we generally do not offer one-time project services or hourly engagements.

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

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.

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Review Our FAQs

Where are you located and do you serve clients nationwide?

Our physical offices are located in Birmingham, Alabama, and Pensacola, Florida. However, we work with clients nationwide through virtual meetings and digital communication.

What is your fee structure? Do you work with financial planning clients on an hourly basis?

Fees are automatically deducted from your managed investment accounts. Approach Retirement Advisors rarely works with clients on an hourly basis. Some exceptions might include client requests that we provide services to their child, but as a rule, we do not enter into hourly planning agreements.

Are you a fee-only advisory firm?

Yes, we are a strictly fee-only registered investment adviser. We do not sell commission-based products or accept commissions in any form. Our fees are transparent and based on the services we provide.

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.

What can I expect during the initial consultation?

The discovery meeting will cover your financial situation, goals, concerns, and expectations. It allows you to learn about us, ask questions, and for us to determine if we are the right fit for each other.

Who is Approach Retirement Advisors best suited for?

We work best with clients who have approximately $2 million or more in investable assets and are planning for retirement, already retired, or experiencing sudden wealth. Our clients often want to support their spouse, leave a legacy, and collaborate with a trusted professional to plan their financial future.

What is your advisory approach?

We see retirement planning as a collaborative, ongoing process. After an initial discovery meeting to understand your goals, we create and present a plan. Then, we regularly evaluate and adjust your plan as needed to help you stay on course for your retirement dreams.