Reviews

Review Details

• Review fromRita T

  Date: 01/30/2025

  5 stars
  My husband and I stumbled upon Legetty's webinar and were immediately intrigued by their approach. As people who prioritize efficient financial management, we loved how their creative strategies aligned perfectly with our mindset. The entire process felt incredibly educational and genuinenever salesyand we never felt pressured to continue. We left feeling not only secure about covering full tuition at a private institution for both of our kids but also confident about retiring comfortably. Were grateful for the clarity they provided and highly recommend their services to anyone looking to optimize their financial future.

• Review fromJenn H

  Date: 12/09/2022

  5 stars
  There isnt much thats more frustrating and disheartening than to work so hard at your job, picking up as many extra shifts as you can, while saving and investing in all the right ways to provide for your familys future, only to be told about halfway through your career that you are still coming up short-handed for your retirement. And dont even think about being in a position to off-set some of the exorbitant costs of college for your childrenbecause thats out of reach, too. What a blessing for us to stumble upon these incredible investment strategies just a few months later. We learned that you can leverage your hard-earned money to help you fulfill all of your financial goals. It's never too late to begin! Our oldest had just started his first semester of college when we chose to change our financial trajectory. As we began our journey on this new path to financial freedom, we never felt pressured. The team worked within our circumstances and desires and educated us by simply presenting the possibilities and comparisons. We have so much peace and joy knowing we are now in a position to actually help all 5 of our children with their college tuition and church missions (a total of $165,000). The real clincher is that under any other circumstances, we would've had to save up and then spend all that money to help our kids--which was a definite impossibility anyway! But now, by leveraging our money, we are helping our kids with all of their college tuition AND looking forward to receiving a minimum of $35,000 tax free each year as part of our retirement! And were using the same amount of money that we had invested previously. Only now its working for us in a better way! We just didnt know this way existed and we are so grateful for this powerful, new knowledge. We actually sleep better at night knowing my husbands work sacrifices will enable us to realize the financial dreams and goals we have for our family because of these effective and safe strategies!

• Review fromVictoria A.

  Date: 11/02/2022

  5 stars
  *********************** spent several hours teaching my husband and I how to ************* our money into an account that will actually fund my children's college fund while maintaining it balance and compounding rate. He is a great teacher, very patient and always available to answer my questions. I highly recommend ***** as your investment expert.

• Review fromPranav P

  Date: 10/25/2022

  5 stars
  Hello *****,I just wanted to take this time to share with you, how happy I am with the services your company has provided. You have opened my eyes to amazing strategies on saving a ton of money for my kid's college cost. Your company has given me an incredible ROI (return of investment)!!! I am estimating a saving's of at least $35K/year on college cost!! That's $140K for a 4 year plan. I have 4 kids, so you can do the math on how valuable this has been for me.While I was in works with your company, I stumbled on my personal student loan debt and was given advice on how to forgive that as well. That alone is at $139K.Your team is very easy to talk with and you guys make yourself very reachable to communicate with. I have been raving about what your company has done for me and referring you to all my friends who have kids going into college or are looking for help with their own student loan repayment. It's a must to have someone like you in their corner when dealing with the high cost of college and student loans. Thanks *****, You ROCK!!!Dr. ***********************

• Review fromBen B

  Date: 10/22/2022

  5 stars
  I never write reviews, but I'll explain at the end...Thanks so much for opening my eyes not only about helping me cut about $12,000 a year off my son's college costs but even more about ways to use money I never knew existed. I knew putting my son through college was going to really hurt my own future finances and retirement. I had no idea how I'd fix that problem so I was just going to ignore it and deal with it later. I'm so glad I looked into college financial planning because it was going to end in a money crisis for me later in life. College is going to be paid for and I'm also feeling very comfortable about my retirement plan.

• Review fromDaniel M

  Date: 10/19/2022

  5 stars
  I want to take a moment to express how grateful I am to have learned some important secrets before putting my daughter through college. Just from learning how to appeal the offer given by the college we were able to find an additional $5,000 per semester or $10,000 a year for a total of $40,000 saved by the time she graduated. That is not even the best part because by paying for it the correct way I will get all $80,000 that school cost back during my retirement. If you have kids that are going to college or plan to then you need to learn how to do it correctly.Thank you for all of the education!!!Sincerely,***************************

• Review fromLisa G

  Date: 10/19/2022

  5 stars
  Since learning about these outside the box college funding strategies in 2017, my husband and myself have been able to confidently send 2 children to college & graduate school without sacrificing our retirement funding. The dollars we had planned to use to cash flow college expenses are safely serving multiple purposes for us now!!! We have already saved ****** we would have spent on our daughters undergraduate education & ****** on our sons final 2 years. We will even be able to save close to ******* in graduate school expenses for our daughter over the next 3 years. Best of all, we have peace of mind that our retirement years will be secure & we have broken the cycle of college debt for both our children without sacrificing our own future. They will both begin their adult lives virtually debt free.**** & *****************************