The Money Advantage, LLC Crossways Blvd, Chesapeake

The Money Advantage, LLC Reviews

• W

  Wesley Smith
  5

  The Money Advantage is a great organization that teaches the sound principals of money, and how to store it and build for future growth. I have personally worked with Bruce on getting my privatized banking policies set up and funded, and have listened to Rachel and Bruce on the podcast for years. They are both high quality individuals and educators and I highly recommend working with them! Thanks for having me on the podcast guys!

  Response from the owner

  Thank you! It is an honor to work with you!

• J

  Jason Chen
  5

  I worked with Ryley and Dean on setting up my Privatized Banking policy. The Money Advantage team has been professional and responsive to any questions and concerns I have about setting up the system. First and foremost Ryley and Dean worked with me to understand my budget, goals, and aspirations for setting up a privatized banking policy and tailored the policy according to my needs. More than ever it’s important to become your own central bank and having a privatized banking policy is one of those solutions. As Yogi Berra said, “When you come to a fork in the road, take it”

  Response from the owner

  Jason, thank you so much for sharing your feedback, and I'm thankful our team has been a part of helping you reach your goals!

• S

  Scott Y
  5

  I cannot thank the team at The Money Advantage enough for working through the process of starting Privatized Banking policies for my wife and me! Their subject matter expertise was invaluable, as they were able to quickly and concisely answer even our most difficult questions. There is a lot of information on this subject, and they were well prepared to help us transition from concept to practice. We were first introduced to The Money Advantage while searching for podcasts on Privatized Banking. After listening to several of their podcasts, we knew this was the team for us! They were passionate about what they do, extremely personable, and know what they're talking about! There was so much information to absorb at the beginning, and they were there to guide us every step of the way. We had life insurance (even some whole life), but we intended to use it solely for the death benefit. As for investments, 90% of our portfolio was in the stock market and subject to volatility. We wanted something different! We wanted to be more active in our investments, and we wanted a safe place to store and grow our money at a greater rate than the local bank. Enter The Money Advantage -- with their counsel, our future is bigger due to the Privatized Banking policies they helped put in place. Our money will continue to grow within the policy, and we are already scheduling a time to take out a loan for an investment, within the first six months of opening one of these policies! Many of our friends and colleagues are in the same position we found ourselves in just a few months ago. We are strong advocates of this system and this company! Give the team at The Money Advantage a try... you will not be disappointed!

  Response from the owner

  Thank you S Y for sharing your invaluable feedback and experience! We are so thankful for the opportunity to help you make some really positive changes, and gain certainty and momentum in your financial future!

• A

  Aaron Knight (Integrity Building)
  5

  Rachel and Lucas are two very sincere people. They have a heart to give and a willingness to help others. Rachel and Lucas explained to my wife and I very clearly and effectively the different ways to manage our wealth. In a world full of uncertainty, Rachael and Lucas are people you can trust. You will realize this from the first time you meet them. I would recommend them to anyone. Rachel and Lucas gave us a really good education. Their presentation on the options for holding our reserves was excellent. We found out a lot more about how it works and now I know exactly what I need to do to make it fit in our life. Aaron and Adrienne Knight, Integrity Building

  Response from the owner

  Thank you Aaron!

• J

  Jason Williams
  5

  I always enjoy speaking with the Money Advantage Team. I have had the pleasure meeting with my wealth strategist Ryley Smith who provided me with much needed information and patience as I learned throughout the process.

  Response from the owner

  Thank you Jason! We’re so thankful for the opportunity to be a part of helping you reach your goals!

• R

  Rachael Uher
  5

  I really liked The Money Advantage’s focus on customer service and providing value. It wasn’t just about making money. They are committed to meeting our needs and serving us. I felt like our goals were listened to and help was offered to help us start moving towards those goals.

  Response from the owner

  Thank you Rachael! It is a pleasure working with you.

• M

  Marlon King
  5

  The value I received in working with Rachel Marshall has greatly exceeded my expectations. I truly appreciated the introductions and joint conversations with the integrated resource network, and they were even more valuable because Rachel coordinated the discussions, I knew that I had someone looking out for my interests that knew my financial history and background. She created a sense of accountability in my attention to saving, net worth, improving my financial life, and studying and learning about the concept of emergency and opportunity funds. The time and attention I received was well worth more than double the cost of her consulting. I was brought to the place where I could confront my finances to see the reasonable expenses and income, determine the waste and where money was being efficiently used, and the areas where it was spent that could have been better spent to create the lifestyle and future lifestyle I desire. I now understand the best use of my opportunity funds, and look at other uses outside my comfort zone. I was educated about all the potential options, so I could evaluate how I should best invest my money. Rachel was upfront at the beginning about what I could expect, and I was given the opportunity to understand and make well-informed decisions, as well as the liberty to make choices without feeling pressure. I know Rachel was more concerned about my success long-term than she was in making a sale. I was given all the information I needed to make wise decisions with life insurance. I had no question left unanswered. I was extremely pleased when I’d ask a question and Rachel and Lucas would find the answer and share with me using charts and tables so that I could come to a place of true understanding in my own mind and intelligently discuss my options. It brought me a sense of accountability for building an emergency and opportunity fund, not just making suggestions or looking at my patterns. In the wholistic side of financial health, Rachel was very good at bringing me to a point of clarity in how to work from an abundance mindset. She’s reinforced and given me clarity that it’s ok to invest for a return, but not be so tied to a strategy that I can’t give it to the Lord. Rachel is personable, and if we didn’t already have a friendship, we would have had one by the second time we talked. She is personal, helping me make personal decisions for my life and situation that aren’t a cookie-cutter plan. She developed trust with me that when I shared the details of my life, she would guard them as her own. Lucas and Rachel are trustworthy people who care about helping others find true financial freedom while giving you control to make the best decisions for your future. I highly recommend them for education, guidance and resourcing all of your financial endeavors.

  Response from the owner

  Thank You Marlon!

• C

  Christopher Zobel
  5

  Rachel communicates something that every business owner needs to understand: how to keep your capital, and seek financing. Knowledge that would put them in a more credit-worthy position to obtain the loans they need to operate and grow their business. Chris Zobel US Small Business Administration

  Response from the owner

  Thank you Chris!

• L

  Lee Matthis
  5

  My wife and I couldn't be more pleased with the phenomenal service these fine folk provide. We've been able to more clearly define how we want to approach our Time and Money Freedom after the educational sessions and have started our journey on that path!!! Thank you so much Rachel and the whole TMA team!!!!!

  Response from the owner

  Thank you so much, Lee!! It is truly an honor to know you guys and be a part of your journey!!

• C

  Carl Cleanthes
  5

  Lucas and Rachel are absolutely amazing. Their customer service and attention to detail is second to none. I highly recommend them to business professionals and anyone in need of financial planning and advise.

  Response from the owner

  Thank you Carl!