Eric J. McClain,  CFP<sup>&reg;</sup> - Financial Advisor

Eric J. McClain, CFP®

Partner

Approach Retirement Advisors, LLC

3928 Cypress Drive, Suite 150
Vestavia, AL 35243
FINANCIAL ADVISOR'S WEBSITE
(205) 588-8637

General

Eric McClain is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Approach Retirement Advisors, LLC in Vestavia, AL and the surrounding communities.

Financial Advisor Overview

What sets us apart is not necessarily WHAT we offer, but HOW we go about delivering it. Everything we do has you and your unique needs in mind. The focus and expertise of a small team helps up strive to provide the reassurance of a friendly and trusted advisor. Some of the services we commonly provide to clients include: Retirement planning Investment management Distribution management Social Security timing Tax review and analysis Charitable giving Estate planning coordination

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Financial Advisor Experience

We’re an independent, fee-only retirement planning firm with offices in Birmingham, Pensacola, and Navarre. As fiduciaries, our goal is to help you plan and transition into a successful, secure, and meaningful retirement.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Estate Planning, Investment Management, Retirement, Sudden Wealth

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Helpful Financial Planning Resources