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 Received (15)
Greg Kells
Sunbelt Business Brokers
Highly Recommended
"Knowledgeable, honest, competent Business Broker."
"Fred is knowledgeable and experienced in business transfers and can guide you through various..."
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"Fred is knowledgeable and experienced in business transfers and can guide you through various funding options to structure a transaction that best meets your needs."
Recommendations Given (18)
"Bob has been a source of much important and useful information. He has been a big supporter of..."
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"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.
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Ken Pokorny
KEN POKORNY
Highly Recommended
"Simply the best!"