Who We Are
Partners you can trust to focus on your goals and objectives,
allowing you to stay focused on your life and success
This is about a lot more than just your finances
We Care About All Our Clients, Taking Into
Account Their Entire Well-being
And Not Just Money
We are Eric McClain and Phil Walker, and we created Approach Retirement as a fee-only retirement planning and investment management firm with a focus on working with you to develop strategies that will help you approach retirement with confidence. We love nothing more than helping people make the most of their financial resources. Our goal is to help retirees and people approaching retirement simplify their financial affairs and invest in the next stage of their lives, helping them free up precious time and energy to focus on what they value most.
Meet Phil Walker, CFP®, JD
After working several years as an accountant and almost a decade as an attorney, I pivoted in 2009 to pursue the craft of retirement planning. It has become my mission to help clients maximize their resources to better provide for themselves and those about whom they care.
I married the love of my life, Susie, at 27. After 20 years, we added our daughter, Jane, and a little over 2 years later, we added our son, Sam.
After almost 10 years of operating as a solo advisor, it has been great to partner with another advisor who shares my desire to empower retirees and near-retirees to live life to the fullest.