Your ability to take the process of securing financial freedom and reverse engineer in such a way that I do not even miss the money was to say the least very impressive.  Additionally, your ability to explain the process in such a way that makes me excited to see you again after our first meeting and then second meeting and then… I feel is what puts you leaps and bounds above others.

During the first year or two of working with Tim, it was difficult to be patient and wait for the money in the policies to accumulate.  I greatly appreciated Tim’s persistence and guidance during these times because it was absolutely the best decision I made for my financial future.

I think you are great at giving personalized guidance and mentor-ship utilizing IBC to address our family’s financial needs.  You didn’t just sell us policies, you are always there for us by phone, text, e-mail or periodic meetings. This is a great thing that you provide for your clients.

Tim,   you are very patient and not pushy with presenting the information. I am quite comfortable with knowing if an emergency comes up I can get my invested money back versus paying fees and such to dip into IRA, retirement, etc.

I am a former practicing Big 4 CPA and met Tim probably 10 years ago. I had read Infinite Banking and was seeking a practitioner.

Throughout the years anytime I ever reached out he was always incredibly responsive, patient and knowledgable.

You are great at helping us understand how best to use what money we have, finance life, while working and simultaneously plan for retirement. How did you figure out this system, because I can’t understanding why everyone wouldn’t do this.

The biggest surprise was how much money was available when we needed it. It’s like our income expanded exactly when we needed it to expand.