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

Eric J. McClain, CFP®


Approach Retirement Advisors, LLC

3928 Cypress Drive, Suite 150
Vestavia, AL 35243
(205) 588-8637


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


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


Financial Advisor's Specialties

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


Helpful Financial Planning Resources