Frederick Whitlock from Walker Advisory / The Whitlock Group, LLC

Frederick Whitlock

Walker Advisory / The Whitlock Group, LLC

About Us

We provide a structure that allows individuals to access their retirement monies penalty free/tax deferred to capitalize a business or franchise. We are different because we bring a unique perspective to the alternative financing space offering a 100% Turnkey Plan, Investment platform w/17 different mutual fund choices (Vanguard) and 5 different investment portfolios. With ERB the Entrepreneur IS NOT the Investment Fiduciary. ERB has a Registered Investment Advisor designated in the plan document as being the Plan Trustee (RIA) who contractually assumes investment management responsibilities, and the plan administration is in “Real Time”. These are just some of the unique features that Entrepreneur Retirement Benefits, LLC offers.

Recommendations Given (18)
"Bob has been a source of much important and useful information. He has been a big supporter of..." Read more "Bob has been a source of much important and useful information. He has been a big supporter of our program. I am proud to call him not only a trusted advisor but a good friend. "
"Simply the best!"

Our Recognition

We're highly recommended by locals on Alignable

Highly Recommended

By 5+ Local Business Owners!