Using a powerful, proven blueprint, Teresa and her team have counseled hundreds of ordinary Americans across the nation, helping them preserve and protect their life savings. Clients find her holistic approach to finances refreshing, positive, and effective. Read more
3 recommendations
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Tammy De Leeuw
I have been a client of Teresa's for several years now. Even though I have had far less money with which to work than her typical client, she has nevertheless given me the same level of professionalism and attention as she gives to high net worth individuals.
Original recommendation
Teresa's has mastered a unique approach to cash management using the principles of Infinite Banking and Bank On Yourself. This has given me new insights into how money really works and is helping me develop my own personal banking system. While Teresa specializes in helping her clients regain control of their personal wealth, she is also a great source of advice concerning debt elimination, college planning, and expanding and growing a business. I highly recommend Teresa for her expertise in finance, her understanding of cash flow management, and her exceptional devotion to her clients. -
Pamela Yellen
Teresa Kuhn embodies the concept of "mastery". Although relatively new to the financial services industry, Teresa set her mind to mastering every aspect of it and has succeeded at doing that. She is a consummate professional and her clients can be absolutely confident that no detail of their financial plan will fall through the cracks. Teresa has my highest recommendation.
Original recommendation -
Bob Sherrill
Teresa is a very sharp Financial Planner who continues to show her professional competency. Her in depth knowledge of financial products benefit all who used her services. Her personal integrity and practical approach to finance is one of her greatest assets."
Original recommendation