In addition, the financial advisor had my parents’ retirement money investments that were completely unsuitable for them, and they lost over $200,000 because of him. The insurance agent had the attorney set up irrevocable life insurance trusts using unsuitable variable life insurance to fund the trusts, which also lost them a lot of money. I am so thankful that you read your book and then made the wise decision to involve you and your qualified estate attorney to unravel the mess they found themselves in with their estate and their assets. Their previous attorney had written them a couple of living trusts over the years and yet had never funded their trusts with any of their assets, meaning their estate would have had to be probated, which, again, would have cost thousands of unnecessary dollars. Again, thank you for taking care of my parents. They, myself, and my daughter are now well protected from the Probate courts, losing money, or paying any more fees, and your planning process, you have saved us from paying a lot of unnecessary taxes. God bless you!”
Regina Ghan, Warsaw, MO
“Tommy, we want to thank you for your educational teaching how to protect your retirement money from ever losing value through market corrections or by paying fees and commissions. Also, we are so thankful that we established a Privatized Banking years ago before wealth anyone ever thought. Amazing program. Getting old is not fun, but we are wise and at peace planning. We now have confidence in our estate planning. Avoid the Probate process. We can give all that we have to those we love without any outside interference. Keep up the great work that you do. Our only message to anyone who will read this letter is: ‘What are you waiting on?’ Tommy is the real deal, and he can be trusted to do what is the best for your family. Tommy, God bless you!” Randy and Marlene Aylor, Springfield, MO “Your estate planning techniques are without question, amazing. I am now 85 years young and because of your education as an estate planner you helped me make a very wise decision back in 2006 by establishing a Charitable Trust which saved me thousands of dollars in capital gains taxes and the annuity, we used to fund my trust has been unbelievable. Since 2006 my annualized increase in value over my premium less withdrawals including my sign-up bonus has been over 8.21%. I have never paid a fee or had to worry about market losses.” Joe Bill Dearing, Harrison, AR. “Tommy, we love the relaxing atmosphere of your home. Your ability to help us create wealth without taking risk or paying management fees is a blessing. Knowing you are a man of faith really gave us confidence while allowing you to help us protect and grow our life savings. Larry is an architect and the way you explained your financial strategies in such a simple and common- sense way was easy for him to understand and gave us both confidence in your process. I have been sales and customer service for most of my career and I can appreciate how you patiently teach your common-sense economics to eliminate any confusion about the challenge of creating wealth. We thank the good Lord that He has brought us together.” Larry & Mary Moore, Forsyth, MO “I cannot believe how much I learned from your ‘Common Sense Economics’ financial class. Everything I learned in achieving my BSBA in Finance, Accounting, MBA and working thirty years as a CPA just flew out the window. I have worked in banks, S&L’s, Lending and Leasing, insurance
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