Factum Financial

Factum Financial is a great source for knowledge. Their videos and book recommendations and emails are all designed to help me make the best and most informed financial decisions I can. Their customer service is ridiculously good. Professional and prompt and accurate and still so patient and personal that they feel like family.

Kyle and his whole team at Factum have been nothing short of spectacular! I began working with Kyle just under a year ago and his knowledge and education has never failed to impress me. Factum cares about their clients and will do anything to help you reach financial freedom and peace of mind! Couldn't recommend them more.

I have known Tarisa for about 10 years and she is one of the smartest women I know. She’s always been financially savvy so when we spoke about potentially opening a policy I was all ears. I have to admit I was hesitant at first about this venture as a full time single mom thinking I wasn’t able to financially handle such a thing. Tarisa took the time to break down the benefits of opening a policy, she explained how it wasn’t just a depressing life insurance policy but a foundation of HOPE for the future. She taught me how this would create the foundation of a legacy for my daughter and I and the generations of our family yet to come. I grew up in a middle class household like most have and I wanted better for myself and Tarisa opened my eyes to a whole world of opportunity and I am excited to be able to do the things I want for MY life with the banking system while also knowing that when my time comes, my daughter will be set up with more assets than I could have ever imagined having while growing up. I am forever grateful for the knowledge Tarisa shared with me and the time she took to reassure me and patiently explain and debunk the “normal” way of handling finances.

I’m so thankful for this team. Monty was the first person I connected with at Fanctum when I decided to start my whole life policy. I had done lots of reading and podcasting to the point I was comfortable with diving in. I’ll never forget feeling the excitement to start and instead of trying to sell me products I didn’t want or need and taking advantage of my excitement, Monty suggested more reading material. I knew then and on, that my family and I would be in great hands. I have had the absolute pleasure of working with this team and could not recommend a better team to work with. They are truly dedicated to educating first and have empowered my family and I to better our financial futures.

It's hard to express the appreciation that I have for Tarisa and the entire Factum Financial family.
It is rare that you find a company so dedicated to the success of their clients.
They are always willing to go above and beyond to keep you informed and on track with your financial
goals.
If only I had met them sooner.
Thank you Factum Financial!