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2025 Bonita Avenue
LaVerne, CA 91750
Phone:
  • (909) 596-1000
  • or (800) 359-7560
Fax:
  • (909) 596-5230
    Email:gary@penport.net

  • LA QUINTA OFFICE
    79200 Coyote Creek
    La Quinta
  • CA 92253
    (760) 771-9089
    (888)453-8225
    FAX (760)771-9749

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

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Our Representatives

Click through our employees to learn more about our team and what they can do for your financial needs.

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Our Firm

Together we can help identify your goals, analyze your risk profile, assess your needs, establish a plan of action, then manage that plan.

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"Retirement Planning Specialists"

Pension Portfolios

Welcome to our website where you'll find a wealth of information in the form of newsletters, articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We are here to help educate you about the basic concepts of financial management to help you learn more about who you are and to give you fast, easy access to market information.  We hope you take advantage of this resource and visit us often.  Be sure to add our site to your list of "favorites" in your internet browser.  We frequently update our information and  wouldn't want you to miss any developments.

Pension Portfolios has worked with Verizon retirees since the GTE days.  Pension Portfolios understands the Hewitt website and how to calculate 72(t).  Pension Portfolios has also assisted retirees from SBC, Edison, AT&T, Boeing, 3-M, Northrop, Southern California Edison and Kaiser Permanente.  Pension Portfolios has a long history of providing a wide range of investment opportunities for retirement IRA rollovers.

Individuals considering retirement are invited to meet with a Pension Portfolios representative to consider various retirement investment ideas and retirement income strategies.

 72(t) programs are complicated and are not appropriate for all investors.  It is recommended that investors seek the advice of a professional tax preparer prior to setting up distributions to determine suitability.  Once established, changes or modifications to a 72(t) program may incur severe penalties from the IRS.  72(t) distributions from a qualified plan are still subject to normal taxation.  Investors should note that distributions taken under a 72(t) program may be subject to surrender charges and/or early redemption fees based upon the type of investments held within the qualified plan. 

 

Important Consumer Information

Gary T. Charlebois is a Registered Representative and Registered Principal of and offers securities products and services through Royal Alliance Associates, Inc. In this reqard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CT, CO, FL, IA, ID, IN, IL, KS, KY,  MN, MO, MS, MT, NC,  NJ, NM, NV, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA and WI. No offers may be made or accepted from any resident outside the specific referenced states.  Click here to contact Gary.

Norman B. Tucker is a Registered Representative of and offers securities products and services through Royal Alliance Associates, Inc. Mr. Tucker is licensed in the states of AR, AZ, CA, CO, MN, NV, OH, OK, PA, TN, TX, UT, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced. Click here to contact Norm.

Robert G. Charlebois is a Registered Representative of and offers securities products and services through Royal Alliance Associates, Inc. Mr. Charlebois is licensed in the states of CA, AZ, FL, KY, MO, NV, OH, OR and TX. No offers may be made or accepted from any resident outside the specific state referenced. Click here to contact Robert.

Gregory T. Charlebois is a Registered Representative with Royal Alliance Associates, Inc.  Mr. Charlebois is licensed in the state of CA.  No offers may be made or accepted from any resident outside the specific state referenced.  Click here to contact Greg.

 Gary T. Charlebois, Norman B. Tucker,  Robert G. Charlebois are also  registered as investment adviser representatives under Royal Alliance Associates, Inc, a registered investment adviser, offering advisory services.

A broker-dealer "BD" investment adviser "IA", a BD agent, or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealwer, investment adviser, BD agent or IA Representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of broker-dealer, broker-dealer agent, investment advisor, or investment advisor representative, a consumer should contact his or her state securities law administrator.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck