Eric McClain (CFP®)

Eric McClain focuses in the
following client markets or areas of practice:

Baby Boomers

Business Owners

Generation X

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Approach Retirement Advisors, LLC is a fee-only wealth management firm with offices in Birmingham, AL, Pensacola, FL and Navarre, FL.. 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.