Phillip Walker (CFP®, JD, MBA)

Phillip Walker focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Medical Professionals
  • Tax Planning

Planning Specialties

Approach Retirement Advisors, LLC is a fee-only wealth management firm headquartered in Pensacola, Florida.

At Approach Retirement Advisors, LLC, we take a broad-based approach to providing our clients with wealth management services that address the concerns of their personal and retirement planning. Because investment management is our expertise, we first focus on the investment aspect of wealth management.  We do this through focusing on portfolio performance analysis, risk evaluation, asset allocation, cost assessment and tax impact.  Over time, we also will assist you with tax mitigation, cash-flow planning, succession planning, effectively transferring wealth, risk mitigation and charitable giving, if desired.

NAPFA Start Date

December 28, 2009

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

7552 Navarre Parkway # 25 Navarre, FL 32566-7308 Phone: (850) 316-8873

Other Offices

3 W. Garden Street; Suite 710 Pensacola, FL 32502 Phone: (850) 316-8871 Fax: (850) 316-8872
3928 Cypress Drive Suite 150 Vestavia, AL 35243 Phone: (205) 588-8637 Fax: (815) 550-2021