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.
Prefer To Reach Out To Us Directly?
Birmingham office
(205) 588-8637
Pensacola/Navarre 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.
Review Our FAQs
We work with clients nationwide. Our physical offices are located in Birmingham, AL, Pensacola, FL, and Navarre, FL.
Generally, fees are assesed against the assets we manage direclty at our custodian or indirectly such as work retirement plan.
It means we work for you, and are paid by only you. No commission; no third parties; no trips or roundtables.
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.