SMALL BUSINESS FUNDING FROM RETIREMENT ACCOUNTS

Client Testimonials

Here are examples of just how hard we work for each and every client
. . . . . and how our work is appreciated.

RANDOM EMAILS FROM SOME OF
OUR SATISFIED CLIENTS:

Mickey,
I want to take a moment to personally thank you for all you have done for us. I'm sure that for you it might be business as usual, but for us this whole process has allowed us to do more than we ever thought we could. We've met a number of skeptics along the way... but in the end it was a key factor in allowing us to make such a bold move (that and faith perhaps).
So again, thank you so much for the consul along the way and the assistance in getting us here. As always, we will certainly give a positive endorsement of our experience with PTTP.
Kevin M.


I'm in tears because the second part of my life is about to begin doing something that I want to do and thanks to you guys for doing an outstanding job in helping me. You and Mickey are wonderful and great at what you do. Again Thank you so much.
Kind regards
Ray W


In a nutshell, the overall transaction & setup with Mickey and his team was excellent! The only issues are the absolute concerns specific to your situation, and every question I had regarding my business was answered to my complete satisfaction! Mickey even called me back at 10 PM his time...to address a few of my concerns!


I couldn't believe it when I read about using your 401K money to buy a business. When I first talked with PTA I still had to investigate. I did talk with Bank of America and felt a little more comfortable, but still wasn't sure until I saw the money transferred into my account. It was in my account the same day, which was a relief.


We just closed the purchase. Thanks again for all your help. We couldn't have done it without you! Thanks for contacting Johnny and Jeff so quickly. I've been so happy with the service you gave my client for Subway, Well, thanks again!! Anne


Your service is outstanding! Thank you so much.
Sincerely, Colin


It worked! I will get this back to you today. Looking forward to getting this all together soon! I will call with any questions. Thanks.


I do appreciate especially that you have taken the extra time with me, especially considering that the amount of funds I have is paltry compared to most of your other clients. I am very grateful for the Small Business research references you provided: that was above and beyond the call on your part.


I fully intend to recommend your plan to others considering a similar endeavor … pleased clients like myself.


The articles of Incorporation look great: just what the doctor ordered. I will await the By-laws. Thanks!~D


Will do, and thanks again for great service. Thank you for your prompt response to this. Sincerely, Mark D.


Things have come together at lightning speed....buying of the business, sale of my Massachusetts home, offer to purchase a new home, temporary living etc. Needless to say, its been quite a ride for the last year or so. My sincere thanks goes to your entire advisory group.


“Thanks for your continued help!”-Steve


“Thank you for making it possible.”–Pete


“Looks like we’re moving along. Wooo Hoooo!”-Bob


You guys spent quite a bit of time with me for which I am grateful. I really do believe that you have created an outstanding financing product that will gain widespread appeal. I wish you much success with marketing and administering the PTTP. Best regards, Mike


It has been fun. I look forward to the future I will be building for my family. Thank you again for the opportunity you and your team provide. J.G.


I do consider you an expert. A big part of being an expert is having a good team to work with. And that isn't come by easily. I agree that CPAs and attorneys would no where come close to what you do and at what price. Unfortunately, not everyone realizes that. Keep up the good work and I'll keep spreading the word! Thanks again for everything.


Thanks again for all your work on securing the bank that letter. We all really appreciate it. I have spread the word with Tim (Sunbelt CEO) about how you went out on a limb. He said he would also look for referrals for you.


Just have a quick minute, but everything is going well. I'll let you know when the Biz License shows up. The process is just fine, you guys are great on the follow-up. I'll talk to you soon. Mike


By all means you can use me as a reference. I have mailed your package to many of my ex-Lucent Tech colleagues who are in similar frustrating states. Use my new corporate address as a measure of the success of these endeavors.


Jill and I just had a great phone call with one of your pension experts. He certainly made us feel comfortable about this process. Alan.


Hi. I have received the Certificate of Existence with Status in Good Standing, and will take it to LA in the morning. Thanks!!


I will check on the status of the rollover info submitted to my plan holder also. You have been great. Thanks. Paul


Hi. You did an excellent job setting up something somewhat complicated and made it very easy to understand. Thanks, Clark W.


Hey Guys, Thanks for all your help!! The money arrived. We are closing on Monday. You have put together quite a nice team to work with. The whole staff have been a pleasure. Bill


You have saved this deal! How can I thank you? I am telling my former broker about this. This is right up his alley! This will be his Christmas present from me. Sandy


Thanks for following up with me. You guys have an outstanding financial product that I wish to utilize if I can find the right business to buy. I have informed my other associates about your service given its unique ability to solve the capital shortfall problem. Regards, Michael


YES!!! At 2:05 PM I confirmed that the wire transfer had been wired into my business checking account. Thanks so much. ... Larry


Everything finally happened. I was informed by the bank that they indeed did get the wire in and also sent the wire to LA. I also heard from my bank, that the wire was in. What a relief! Thanks for working with my brokerage firm. They didn’t know what they were doing. The only thing I have to do now, is get Matt the stock subscription documents. Thanks again and have a great weekend. Alan


THANKS! Have I told you today how much I appreciate you?!? I am going to try my best to make your "testimonial page" !!! Steve


Well, You're as handy as the pocket on a shirt! Thanks, Sandy


You guys are AWESOME....the funds are there!.....Now I can tell all my friends that have been taking shots @ me, telling me I'm sending my money to some "internet people that will be buying a new Caribbean sailboat" to go to fly a kite!... In all seriousness I appreciate your services (especially for all the DREADED PAPERWORK and patience w/ my questions)...If I can assist @ any time in the future I will. CS


Happy New Year all: I am pleased with our business dealings and appreciate all you have done. Regards, Larry


Thanks for being so helpful, and being willing to hold our hands through this deal....going way beyond the boundaries of your service. Have a great weekend!


I'm so glad I asked your opinion. And we both appreciate your continued attention to our limping deal. Yes, I would glad to be a reference. Everything has worked out according to my needs and expectations. Due to my hectic schedule, I would serve well as an advocate of the plan working, however I could not or would not spend much time with someone who was seeking accounting or legal advice. Larry


What a pleasure to hear from you. I would love to assist you with your future prospects. My tax advisor was real impressed with your work. Thank you, Patricia


This is great I like the fact that you take the time to give me an overview of "what is next." Dean wasn't kidding when he said all the great things about you. You guys really put me at ease with this process. Much appreciated, Pete


Just to let you know the funds wired to my corporate acct posted. Thanks again!... Nick


My God your good! Word's cannot express how good you and your team has made me feel with this whole entire process. The follow up is absolutely the best. When I see good things like this, I don’t like to keep them a secret. I look forward to working with you in letting other Quiznos franchisees find this solution to help finance their new Quiznos. This is a great program and can help many. Thanks, I am so glad I found you guys. – Pete


Thanks again. The wire transfer went thru at 3:50pm. I can't begin to tell you how excited I feel about starting this company. I really appreciate all the hard work you have personally done facilitating the process. Your professionalism and personality is of the highest caliber. Please convey my sincere appreciation for all the " hand-holding" and counseling they provided to me. I most certainly want to share this with so many of those who like me, never ever thought they would be able to realize their dream (the American dream) by opening their own business. Much Appreciated, Peter M.


I just called my bank and the funds have arrived. I really appreciate all your hard work these last few weeks. If I ever get to Reno I owe you a nice lunch.(on the corporate acct.of course).
Thanks again for everything, Jimmy


I want to say again how good I feel that my beloved cousin, Allen, has hooked up with you. We sure appreciate the attention you're giving us, not to mention the exemplary service. Talk to you soon, Sheri


This service that you guys render is nearly seamless and beautifully "turnkey". Sheri


THANK YOU, THANK YOU, THANK YOU!!! It feels so good to have reached this stage!! Thanks for your help while Charity was out! Your great! Mike


Keep up the good work. You all provide a tremendously valuable service. I think very highly of your team associated with PTTP. Gary.


Thanks for all the help. The people on your staff were all very helpful and patient in the process. Also, I found your advisors’ help and their advice were necessary for the completion of the project. They did a good job answering all my questions and the questions of multiple attorney's, CPA's, and the buyer's representatives. Please use me as a reference if you need one, Paul


I just received the package. The references were very complimentary. I will send in the agreement today. Rick


Last, I must tell you how impressed I am with the detail of information you've provided, your courtesy and the understanding and responsiveness to the concerns that I've raised. As they say in poker, "I'm all in". Steve W.


Hope all is well. Just wanted to drop you a line and let you know that your assistant has been a big help to us. I don't know too many people that could handle the responsibility she does. She is so reassuring and has such a polite and friendly phone manner which immediately puts one at ease. We can only hope that when we open our business we have reliable and responsible people like her. I know what I just said you already know but I wanted to make sure you know that we appreciate the customer service she and your company has given to us.
Very Much Appreciated, Pete M.


Once again, I wanted to thank you and your staff for the time and patience in answering all the questions that have been asked. I look forward to moving forward with the plan and ultimately my new business. Thanks, Steve


Your assistant has been absolutely amazing. Prompt, accurate and a pleasure to work with. She helped me through the whole process I should be closing in about a month. Thanks. Scott


Great reply and good answers. It's an anomaly to receive replies that answer one's questions. This is appreciated and will be remembered. Bill


Steve, My experience with The PTTP was great .I was hesitate at first, but after doing some research, I jumped in head first. ...some true professionals. Took care of most all the setup. had me in business in less than eight weeks .I just wish I had discovered the PTTP plan sooner. It's great being able to be in business for yourself and even greater being able to borrow your funding from yourself. Best Regards, JJ


Thanks for your prompt response. You have answered my questions nicely. It's a pleasure to do business with you. Roger


Dear Joan, Thanks for your quick response. I believe this will be a great mechanism to access my retirement towards a significant portion of what I need to purchase a business. Heinz


Thank you. This is great information. I feel much more comfortable with it now. Can you send me a list of things I need to do and/or a list of things I need to gather to get this started? I will want to move very fast once I make the decision to do this. Troy


Not all that bad a process, looks like you guys have all the bases covered. Essentially you do everything, all I do is sign? James


As always you have come thru for us. Thanks!! Thanks, Bill


The money has been transferred. THANK YOU so much, I appreciate all you help. I will fax you the stock certificate once I have it filled out and call you if I run into problems filling it out. Thanks, Monie


Full steam ahead. Just got the bank's OK. Talk about cutting things down to the wire. The bank is supposed to have loan docs ready Mon or Tues so hopefully we can close at the end of next week. Thanks, thanks, thanks!!!


You are awesome.....by the way, I did receive the form from Matt and faxed it back to him over a week ago....something got messed up so I will refax this morning. I have already communicated this to Matt
Have a Huge Weekend! Mike


Your e-mail message concerning ability to withdraw from one's 401-k without penalties was forwarded to me by Bill B. I am exactly in the situation you described. I am interested in learning more about your method to get around this problem. I can be reached at this e-mail or on my cell phone. Looking forward to hearing from you Tony F.


Both wires have been received!!! Have a great weekend and congratulations on your daughter's baptism. God Bless, Anita


Thanks again for all your work on securing the bank that letter. We all really appreciate it. I have spread the word with Tim (Sunbelt CEO) about how you went out on a limb. He said he would also look for referrals for you.


I do consider you an expert. A big part of being an expert is having a good team to work with. I rely on that all the time in my work. And that isn't come by easily. I agree that CPAs and attorneys would no where come close to what you do and at what price. Unfortunately, not everyone realizes that. Keep up the good work and I'll keep spreading the word! Thanks again for everything. Dean, attached please find my signed forms. And, as always, thanks for taking care of me. Dave


Good morning,
It has been fun. I look forward to the future I will be building for my family. Thank you again for the opportunity you and your team provide for individuals such as myself. Thank you, J.G.


You guys spent quite a bit of time with me for which I am grateful.

I really do believe that you guys have created an outstanding financing product that will gain widespread appeal. I wish you much success with marketing and administering the PLPT. Best regards, Mike


---- Original Message ----
From: cruzin01@
To: jdjm@
Subject: RE: Pension Transfers
Date: Mon, 15 Mar 2004 14:40:20 -0500

James, Your name was given to me as a recent client of Pension Transfer. I am considering using them to transfer my pension. Do you have any info or advice you can share regarding the company? How was your experience with them? Any problems? Any info will be greatly appreciated. If you prefer, you may call me at 800-848- after 12 noon eastern daily.
Thanks, Steve C


--- Original Message 1 ----
From: jdjm@
To: cruzin01
Subject: RE: Pension Transfers
Date: Fri, 19 Mar 2004 21:21:47 -0600

Steve, My experience with The PTT was great. I was hesitant at first, but after doing some research, I jumped in head first. Dean has put together some true professionals .Charity took care of most all the setup. She had me in business in less than eight weeks .I just wish I had discovered the PLT plan sooner. It's great being able to be in business for yourself and even greater being able to borrow your funding from yourself. If you have questions call me (254)977-
Best Regards, JJ


----- Original Message -----
From: Burt <mailto:ach**@opton.net>
To: 'Charity Cook'
Sent: Wednesday, August 04, 2004 7:48 AM
Subject: RE: funds transferred

Dear Charity, Thanks for the quick work. I have confirmed the deposit at the bank. I had a wonderful vacation in Vegas, too bad I could not meet you this time. Thanks again for all the support and a job well done. Burt

I look forward to working with you, as the experience has been enjoyable thus far, and Charity has been an absolute pleasure to work with. She has been extremely helpful, courteous, patient, and above all, professional. Al


-----Original Message-----
From: Jeff.
Sent: Tuesday, August 10, 2004 12:57 PM
Subject: Business Funds

Question: Is it possible to set up this transfer account after the fact? I withdrew approximately $500,000 from my retirement fund from 1999 to 2002 to fund a start up business. Had to pay taxes and early withdraw (I'm 54). I still owe the IRS about $65,000. Please advise.
Jeff


On 8/16/04 11:03 AM, "Bernhard Erb" <bjerb@ad
I had made the decision to work with you after talking to you and Joost on Thursday and Friday. You both seem to understand the trepidation of embarking on a whole new wooly adventure in finance. Today, any doubt I had was eliminated when (competitor) called me and said that after a discussion this past weekend, they had decided I should not work with them!

I guess asking the same question I asked you "What is the advantage of Multi Employer over me being Trustee, Admin, Sponsor, Custodian" but in the reverse "What is the advantage of me handling all aspects instead of a Multi Employer plan" was too much. Anyway, I am sure they do a fine job for people; I am just happy that I will be able to work through this with your company.

I will have the paperwork that Joost sent on Friday, filled out by week's end. We can discuss the next steps after that. Joost, Thank you so kindly for taking the time after hours to talk to me.
Bern 412-714-


---- Original Message -----
From: David Hersh
To: Charity Cook
Sent: Tuesday, August 17, 2004 5:21 AM
Subject: Re: Stock Sub et al...
Hi Charity, I faxed these to you. Let me know if you didn't receive them. The business deal closed on Friday. So I am now the proud owner of this business! Thanks for all your help and support. You, Dean, and Joost have been just fantastic. Thanks again. Dave


Hi Joan,
you're great and so efficient! What a terrific response and service...Thanks, Vince


 

----- Original Message -----
From: Pat <mailto:pk...@cfl.rr.com>
To: 'Charity Cook' <mailto:charitycook@charter.net>
Sent: Wednesday, September 29, 2004 4:51 AM
Subject: RE: Funds wired

Hi Charity,
I verified that the finds have been transferred. Thank you so much. Now I need to get the broker moving on the business. As soon as I get details I will forward the information to you. You are tremendous to work with! Pat


----- Original Message -----
From: vince <mailto:vtt99@comcast.net>
Sent: Friday, October 15, 2004 9:51 AM
Subject: Re: Corporate kit

You're so great and you pulled this whole thing off in record time. I will gladly recommend others looking for similar service to you in future. Please tell your boss (or show him/her this email) that you just made another client very happy and satisfied and s/he should give you a raise. Take care... Vince


From: "Thomas McDonald" <tho**@msn.com>
Sent: Monday, October 18, 2004 11:23 AM
Subject: Pension Transfer Advisors

I worked with Dean and his group of people and was very satisfied with the process and had no troubles with my rollover into the Pension Transfer Trust Plan. We had a period of 6 months to work with rolling over our monies and so there was no pressing time line or problems with the plan. Dean and his people did do a wonderful job. There isn't anything that comes to mind about any concerns. My CPA thought it worked well and liked what was done. As far as you concern about #3, I haven't been rich enough to do this but I would think that Dean could answer any questions you have about that. He is very knowledgeable. Best of luck to you.
Heidi Anderson


-----Original Message-----
From: Kevin K.[mailto:ke***@**rthlink.net]
Sent: Tuesday, January 11, 2005 9:14 AM
To: Pension Transfer Advisors

Hello Joost,
After much investigation and study I have made a decision between your PTTP and other options out there such as BeneTrends, Guidant Financial and Self Directed IRA's. I'll be initiating the PTTP and will have my deposit check and paperwork in the mail shortly. In fact the accountant/business broker I have been dealing with regarding self directed IRA's has blessed your plan and will be calling you to work with other current and future customers as well. His name is Chris Blees in Colorado Springs. Looking forward to doing business with you and your team.
Kevin


Charity, Thank you for all your help in meeting my "impossible" deadline... I received the incorporation documents today, just as we'd planned.
Brian B.


David, Thanks for the quick response and the voice mail. I've sent the agreement and deposit payment this afternoon -- you should receive early next week. I've also signed and sent the IRS form SS-4 for to Charity.
Thanks for your patience and your help. Best regards, Pete


Thanx Dean! We are still six months to a year out, but this length of time can pass more quickly than we realize. You have been quite kind to us so far and we really appreciate it! Thank you! Jeff


Hi Charity, Just a quick note to give you an update on my business. Getting things in order and planning on an opening around the 1st of August, depending on when I get all my product in, but looking good. I appreciate all your help in getting started, you all did what you said you going to do and then some. Could not have started this if it were not for the program. I am telling everyone I know who could use this. Thanks again.
Frank Yamamoto, Running in Motion


Dean you are welcome. I have been very pleased with my experience with your team and Charity has been great to work with and is very responsive and accessible to questions. Steve


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Pension Transfer Advisors, Inc. 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.