Donna C.
Initial 1 hr conference provided a…
Initial 1 hr conference provided a wealth of information.
TruthInEquity® is the national leader in educating and empowering consumers in financial practices related to Debt Management & Wealth Accumulation. If you desire to replace your mortgage we can help. In many cases you do not need to replace your mortgage.
Truth In Equity (truthinequity.com) has 196 customer reviews on Five Star Index, with an average rating of 4.4 out of 5.
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Investments & Wealth · Hollywood, Florida
Excellent

Investments & Wealth · Orlando, Florida
Excellent

Investments & Wealth · Ponte Vedra, Florida
Excellent
Investments & Wealth · BOYNTON BEACH, Florida
Excellent
196 approved reviews, newest moderated first
Donna C.
Initial 1 hr conference provided a wealth of information.
michael S.
was left hanging when my agent left the company.
Response from Truth In EquityJun 9, 2018
Michael, Im sorry you felt you were left hanging. When your associate left the company you were sent multiple notices to stay engaged with us. I personally sent letters to the handful of clients and invited everyone to stay engaged. I do not know why you chose not to reach out to Bill or I but we tried many times to ensure everyone stayed on pace. We maintain an open door, have multiple ways to be contacted and have maintained excellent service with thousands of clients. YOu are more than welcome to consult with anyone found on our contact us page at anytime.
Samir P.
From the very first meeting the folks at Truth in Equity were very transparent with the process, the benefits and made sure we understood what we were about to embark on. The online portal is a nice single place to transact with Truth in Equity. Bill also listened and answered all our queries and cleared our doubts and we never felt hurried or pushed to go with their services.
Lenny
I inquired but there is a fee for this service even if you cannot do the plan because of the amount of debt owed, the fee still has to be paid. Here I think the company charges too much. A $400K loan, is still $400K loan. Does not matter how you do the math on paying this down, it will take a while.
Response from Truth In EquityMay 24, 2018
Actually we have many options. The DIMS (Did It My Self) program is very inexpensive and you receive a three module system to help you set this up. ITs all in the Math. The more you deposit the faster it works. Simply paying more to principal comprimises cash flow and has no immediate benefit. The EA program offers immediate savings and results. It also helps to use the online tool for tracking and trending progress. This allows timed and calculated fine tuning for better gains. Log into your profile and update your online tool. Feel free to call me anytime too. David Welles CFO 727.505.4775.
Vincent C.
Stop trying to make this work years ago. Not worth the money unless you have tons of xtra casflow. If you do, save ur money and just pay down your mortgage.
Response from Truth In EquityMay 31, 2018
Vincent, Thank you for your input. By depositing your income into the account you by default pay down principal and still have access to the income. Its dual use. Perhaps your account wasn't set up right. Saving money in checking and savings comprimises the cash flow and pay down process. I would be more than happy to review your situation, compare numbers and determine where this program didn't work. David Welles CFO/C.O.O. 727.05.4775
Cynthia S.
Truth in Equity service is to provide financial planning to pay your mortgage off early. Bill goes over all your budget and equity in home to evaluate if the plan can save you time and money. If he can't wont up sell you his service. TIE provides you with the bankers that will assist you with new loans.Once this is done the new financial plan gets started. this will save you money and years off the standard mortgage payment plan. I have never seen any other services out there that really evaluate your spending and constant debt cycle we get stuck in. We now are on track to pay off our 30 year mortgage at 8 years, and meanwhile have no debt! I spend less time paying bills everything is streamline and simpleI ! I encourage everyone I know to check out TIE services and highly recommend !
Response from Truth In EquityMay 21, 2018
Thank you for your input, review and recommendation.
Craig/Laura J.
In my opinion, the cost of the program is not worth what you receive. I suppose for s subset of users, it probably is, but for users who are financially stable and just want to talk through the program and have some questions answered, you don't get much value. The sessions with advisors are solely on the customer to setup, and you will not have contact with your advisor unless you explicitly seek them out. We were happy with the communication and correspondence with our advisor, Sam. I would rate his services 4 or 5 stars, but, overall, the program's value to us as a family was only average.
A U.
The people were knowledgeable and attentive. The product is simple and easy to implement.