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
- 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
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