About Us
Holly Scott, CPC QKA CFP®
I AM YOUR PAL (PENSION ANSWER LADY)
Holly provides personal attention to her clients and builds lasting relationships. She has been involved in all aspects of qualified retirement plans for over 25 years. Let our Experience and Expertise show you the way to substantial tax Savings!
Experience
Holly has served as:
- President of the LA chapter of NIPA
- Co-chair for NIPA NAFE conference
- Co-chair for ACOPA Advanced Pension Conference
She has provided input on research projects for the:
- Government Accountability Office
- Small Business Administration
Holly educates her community:
- Educational seminars for advisors
- Published author in Pension Consultant Magazine
- Teaches ABC Pension Administration School
Expertise
The members of our team are credentialed, certifying to their advanced studies in retirement planning. We provide prompt answers and advice, and utilize our creativity to personalize your plan design. Our technical expertise and superb client communications keep our clients informed, and their plans in compliance.