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Customer References

Tim Jones 9/18/2021 1:34 pm
"Dean, I received my funds today, and I am very excited to begin this new journey. I cannot tell you how much I appreciate the service and professionalism you demonstrated throughout the entire process."

Mike Butler 9/15/2021 7:23 am
"I have been thinking, dreaming, and preparing to have and run my own business since I was a teenager, but today was the first real step towards making it happen. I still don't fully understand all of the steps yet but talking with you and hearing your confidence assured me that everything is going to be fine and you are the right person to get me through this process. many thanks."

Robert Walker 11/14/2021 2:05 pm
"Hello Dean, the exact amount is $205,109.04. Fidelity acknowledged they have all the documents they need to proceed with my tax-free rollover. Again, I want you to know how much I appreciate how you have "walked" me through this. Outstanding service. I appreciate the work and the constant follow-up. I have some friends who did not know about this option and will probably be using your services. Have a great weekend, Robert."

Enrique Valdez 3/16/2022 2:45 pm
"I was a bit skeptical, but after confirming that the money is arriving in my bank account this morning, I am SO PLEASED with your work and due diligence!"

Linda Moore 5/2/2022 8:35 am
"All is going well for us, and access to our retirement funds has made everything so much easier. Thank you for providing this service! Most people I talk to about the pension trust arrangement are amazed that it is possible and, better yet, pain-free with the support you provide."

Charlie Heum 11/18/2021 1:47 pm
"You guys are awesome, you are on it!
Yes sir, my rollover check just cleared this morning and is available to invest in my new business. I was chatting with my mom and she may be interested in doing the same thing with her 401K. I will forward your information to her."

We have many more satisfied clients that would be glad to tell you how pleased they have been with our rollover services.