SMALL BUSINESS FUNDING FROM RETIREMENT ACCOUNTS

OUR ADVISORY STAFF

So you don't have to search the country for the right pension and tax specialists, and pay out exorbitant hourly fees, we have assembled a select group of advisors that provide the expertise required to set up and administer this special type of pension transfer trust plan.
At an affordable price with upfront deposit!

Plan Sponsor:

PENSION TRANSFER ADVISORS, LLC:


Mickey Parker, CPA: Manager, COO / Plan Trustee

Becky Parker: Client Relations / Executive assistant

Mike Prejean: Client Relations

Eric Guidroz: Data processing

Ken Klages: IT services



Pension Transfer Advisors
has partnered with:


TRUST BANK:
IberiaBank – Nationwide

CUSTODIAN:
Great West Retirement Services

INVESTMENT ADVISORY:
Bank of America/Merrill Lynch

OUTSIDE ERISA ATTORNEYS:
GCA Law Partners, LLP


Call us at 800-782-3036 for references.

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Pension Transfer Advisors, LLC
Serving clients nationwide
800-782-3036

Copyright ©2005 - 2015  Pension Transfer Advisors, LLC  All Rights Reserved

Pension Transfer Advisors, LLC and its representatives do not give ERISA, tax, or legal advice. All presentations are provided for informational purposes only. Clients and other interested parties should consult with, and rely solely upon their own independent advisors, regarding their particular situation and concepts presented here.