SMALL BUSINESS FUNDING FROM RETIREMENT ACCOUNTS

"Dean, 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."

"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 to everyone on your staff 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.

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.

Pension Transfer Advisors
has partnered with:

THIRD PARTY ADMINISTRATOR:
Destel-Bergen Corporation
Joost Revis, CPC, QPA
joost@destel.com
(415) 897-0780

CUSTODIAN:
Transamerica Retirement Services
Brian Ashworth, Regional Director
(650) 655-3752

AUDITOR FIRM:
Friedlander Cherwon & Capper, LLP
Certified Public Accountants

CPA FIRM:
Stevens Certified Public Accountants

ERISA ATTORNEYS:
GCA Law Partners, LLP

TRUSTEE SERVICES:
RGS Financial Solutions

BUSINESS APPRAISERS:
Easton Business Valuations, LLC

Call us for references at our:

Trust Account Bank
Registered Investment Advisors

FREE ANALYSIS
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Emails from Satisfied Clients

"Johan, 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

"Steve, My experience with The PTTP was great. I was hesitate 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 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

Pension Transfer Advisors, Inc.
San Francisco, California
415-552-5743

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.

SMALL BUSINESS FUNDING FROM RETIREMENT ACCOUNTS

OUR ADVISORY STAFF

Plan Sponsor: PENSION TRANSFER ADVISORS, Inc.:

Pension Transfer Advisors has partnered with:

Plan Sponsor:
PENSION TRANSFER ADVISORS, Inc.:

Pension Transfer Advisors
has partnered with: