Truth In EquityReviews of truthinequity.com

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.

Response from Truth In EquityJun 19, 2021

Sharon, You gave up too early in the process. Results are based on conduct and following the plan. You can't achieve results with out doing the work Our plan works 100% of the time if followed. You never sent in statements or met with our strategist as outlined in the agreement. We can't help if you don't show up to the meetings.

Response from Truth In EquityJun 9, 2018

I checked the notes in your file. At one time your phones were disconnected but Amy was persistent and consistent in documenting the multiple times of contact. It also appears you didn't send in monthly statements as requested so that reviews could be done and updates performed. I do not see where we failed but I always appreciate the opportunity to make things right. I personally send out frequent emails to all clients with our newsletter, invites to online meetings and wealth management opportunities. Im at a loss as to why you feel no contacted you when the notes in your file indicate otherwise. I do hope we can alter your opinion and help other realize that if it was as easy as just getting a HELOC than everyone would be doing that and NO ONE would have a 30 year or 15 year mortgage. The Fannie and Freddie fixed rate and payment loan would be as historic as Block Buster Video.

Response from Truth In EquityMay 13, 2018

I have reviewed your profile and the associates notes and it appears you were on track and the program was working well. I noticed you stopped sending in your statements monthly and it could be a factor in the communication process. I would be more than happy to review your current status, update your online tracking tool for you and get back on track. Call me anytime. David Welles CFO 727.505.4775.

Response from Truth In EquityMay 13, 2018

Im sorry you had difficulty with our program. We have always had an open door policy and you can reach out to me at anytime. David Welles CFO 727.505.4775

Response from Truth In EquityMay 13, 2018

David, I read through Amys notes and it appears she was requesting your statements for review pretty regularly. I would like to help you continue progress. Feel free to reach out to me anytime. David Welles CFO 727.505.4775.

Response from Truth In EquityMay 12, 2018

John, Thank you for your input. Checking our records indicates that you purchased the "Did It Myself" - Operating procedures. I am sorry you felt pressured to purchase that one DYI module. Should you desire to have access to the online tracking tool or consult with one of our qualified associates please contact me directly at 727.505.4775.

Response from Truth In EquityMay 13, 2018

Jeffrey, Please reach out to me anytime. David Welles CFO 727.505.4775.