We Believe..

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 while working and simultaneously planning for retirement. How did you figure out this system? I can’t understand why everyone wouldn’t do this.

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.

One thing I admire about Tim is that he is incredibly patient and acknowledges your goals and then works with you over time to help you achieve these goals.  There are so many things I have been able to pay for without using a traditional bank loan because of Tim and his guidance.  Tim is also incredibly receptive to questions and is always readily available to answer any questions or concerns you may have.  I feel very confident that I made the correct decision to work with Tim.  I know that my financial future is much brighter because of him.

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.

I think you are great at giving personalized guidance and mentorship and 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 knowing if an emergency comes up, I can get my invested money back versus paying fees to dip into my retirement.