This is your personal one-on-one web meeting with someone from our office to customize a life insurance policy for you. The policy is designed directly in front of you using your specific numbers and with consideration of your financial needs so you will know what type of policy it is, how it is designed and how it works.
There are no canned presentations or boring material… this is your personal time to ask questions and discuss strategies, ideas and plans.
There is currently no charge for Strategy Sessions.
Dr. Tom McFie was able to cover the essentials of the Perpetual Wealth Code and how to apply these principles to my own family's situation. He understood our financial situation completely and had several practical and helpful suggestions that will make a big difference for us. -Stephen
Dr. Tom is knowledgeable and informative. He also comes recommended by a trusted friend. -Katherine
Thank you so much for a thorough answer to my question. I have been trying to find an answer to that question for almost 2 years, and always was getting contradicting answers. You are the first one who has answered it with all the details. -Boris
Dr. Tom seems very honest, humble and forthright. He has a manner of explaining difficult subject matters in a way that does not intimidate, and is relatively easy to understand. I appreciate the fact that he is willing to spend time to answer questions. -Anna
Tom looks at your long term goals and assesses some facts in your life to make this a very individualized look at the best way to get you where you want to be financially and with the proper protection for your family. ~Kyle
Tom expressed interest and ability and knowledge in helping design financial strategies that are not just "How many do you want and how much do you want to buy?" ~Michael
After speaking to Dr. Tom, I felt at peace for the first time in a very long time, regarding our financial life. ~Selina
Dr. Tom actually took the time to answer our questions and was actually able to answer them! -Karmelita
Dr Tom is a genius for discovering the perpetual wealth code. The money manager concept finally hit home with me and changed the way I think about money, even though I felt like I was on top of things with the IBC. -Mike
Everything was explained in an easy to understand manner. -Mike