ShareOne ReviewsIs tax lien wealth builders worth it?
33 people answered this on the record, across 5 organisations. The change they described most often was clearer systems and processes — 9 of 33 raised it unprompted. 9 described more confidence in the decision. The timeframe described most often was 2 – 6 months. Each figure is a count of what someone said in a recorded interview.
Based on interviews recorded up to 2026-07-03T12:21:16.152+00:00. Updated as new interviews arrive.
What the answers had in common
Counts of interviews where the person described this in their own words.
| What changed | Interviews | Share |
|---|---|---|
| Better systems | 9 of 33 | 27% |
| Confidence | 9 of 33 | 27% |
| Revenue growth | 6 of 33 | 18% |
| More clients | 3 of 33 | 9% |
| Family & relationships | 3 of 33 | 9% |
| Less pain | 1 of 33 | 3% |
- “Do you think that your bank account structure needs no improvement?”TLWB -Logan Patrick
- “I trusted the Tax lien Wealth Builders because of the reviews I found online and more so the lack of negative reviews.”TLWB -Logan Patrick
- “And without United Tax I would never, never be able to to different level with your income and your time and your freedom. very exciting.”Amanda Winchester
- “And then the other part is just the... picking the property If you're sitting on the fence, my recommendation to you would be don't give up, just try, be patient, My pain point before I started this journey was just o…”UTL-Cynthia Parker
How long it took them
- 2 – 6 months · 1
The interviews behind this answer
- Tax Lien Wealth BuildersWatchIndustrial Engineer Secures First Fix and Flip Property and Two Tax LiensLogan Patrick utilized Tax Lien Wealth Builders to transition from an industrial controls engineer to a real estate investor. After attending the three-day workshop, he successfully purchased two tax liens using his personal bank account and acquired a rehab…TLWB -Logan Patrick · Tax Lien Wealth Builders
WatchAchieved Long-Term Retirement Confidence Through a Detailed One-on-One Financial PlanMichael Kennedy achieved long-term financial security with Panic Proof Retirement after seeking a low-risk strategy for property sale proceeds. Over a 14-year partnership, Kennedy transitioned from retirement uncertainty to total confidence, citing Dan’s deta…Michael Kennedy · Panic proof retirement
WatchAchieving Attractive IRR and Substantial Tax Benefits Through Passive Real Estate InvestingAndrew Cool, a self-employed investor, reports that Sunrise Capital Investors has consistently exceeded their promised and forecasted IRR. By investing in their niche real estate funds, Cool achieved substantial tax benefits and reliable monthly recurring inc…ANDREW COOL · Sunrise Capital Investors
WatchAttorney Secures Five Successful Real Estate Transactions Through Data-Driven Guidance and Expert NegotiationZach Kewer, an attorney in Decatur, utilized Elements Real Estate Atlanta for five separate transactions. He credits agent Shannon's expert guidance—including a strategic handwritten note—for winning a competitive bid in a hot 2022 market. Kewer highlights he…Zachary Kewer · Elements Real Estate Atlanta
WatchWealth Enhancement Group Automates CRM Data Population and Document Generation WorkflowsMatt Elstad of Wealth Enhancement Group reports that Quik! transformed their manual paperwork process into an efficient document generation system. By integrating Quik! with Salesforce via API, the firm eliminated repetitive data entry into Docusign, allowing…Matt Elstad · Quik!
WatchNancy Brigham Overcomes Real Estate Inexperience Through Expert Tax Lien CoachingNancy Brigham, reviewing Tax Lien Wealth Builders, successfully transitioned from having no real estate background to actively placing bids on Florida tax lien auctions. By utilizing retirement savings and working with coaches like Erin Lussier, she overcame…Nancy Brigham - TLWB · Tax Lien Wealth Builders
WatchAchieving Financial Predictability and Control Through a Panic Proof Retirement StrategyMichael Mark reviewed Panic Proof Retirement, noting that the firm helped him move a considerable amount of his investment away from traditional Wall Street markets into a more predictable strategy. Mark achieved greater control over his disbursements and fin…Michael A Mark · Panic proof retirement
WatchCommercial Real Estate Professional Achieves Outstanding Passive Returns Through Transparent Niche InvestingKeith Misner, a commercial real estate investor, describes his experience with Sunrise Capital Investors as outstanding. He highlights the firm's transparency regarding portfolio performance and their successful investment thesis in manufactured housing and p…Keith Misner · Sunrise Capital Investors
WatchDocupace Automates Millions of New Account Openings Using Quik! Forms LibraryDavid Knoch, CEO of Docupace, utilizes Quik! to power a seamless account opening experience for enterprise wealth management firms. By embedding Quik!’s comprehensive forms library and data fields, Docupace now facilitates the opening of millions of new accou…David Knoch · Quik!
What they doubted first
- “A reason I almost didn't attend the Tax Lien Wealth Builders Workshop was it almost didn't seem like it could be real. It's just something I never heard of and I couldn't find a ton of information on my own. I didn't really understand what they were offering…”TLWB -Logan Patrick
- “It's positive for those less fortunate or in need of housing at a reasonable cost.”ANDREW COOL
- “If anything would have held me back in the beginning, I was like, oh my God, I've never done real estate before. I don't know if I can do this. Lack of experience would be my hesitation, but the other pro factors just outweighed it.”Nancy Brigham - TLWB
Follow-up questions they answered
- Is Tax Lien Wealth Builders a legitimate program?
- Logan Patrick initially worried the program didn't seem real because he couldn't find much information on his own. He decided to trust the company after finding consistent positive reviews and a notable lack of negative feedback online. — TLWB -Logan Patrick
- What is the biggest benefit of the Tax Lien Wealth Builders workshop?
- For Logan, the largest benefit was receiving advice on how real estate transactions work. He found the steps for buying and selling liens to be the opposite of his industry procedures, and the course helped him wrap his head around the process. — TLWB -Logan Patrick
- Can you buy tax liens without a specialized business account?
- Yes, Logan Patrick reported that he bought two tax liens using his personal banking account immediately following the three-day course, even before he finished getting help structuring his 401k. — TLWB -Logan Patrick
- Is Panic Proof Retirement a high-pressure sales environment?
- No. Michael Kennedy describes Dan as a straightforward, easy-to-talk-to advisor who is not a high-pressure salesman and does not use intimidation or pressure tactics. — Michael Kennedy
- How does Panic Proof Retirement compare to traditional 401(k) advisors?
- Michael Kennedy noted that Dan's plan made significantly more sense than the competition managing his 401(k) at the time, offering a more personal, one-on-one experience. — Michael Kennedy
- How often does Panic Proof Retirement review client portfolios?
- Michael Kennedy schedules review meetings every six months to monitor his situation, noting that Dan and his team are very responsive to questions between meetings. — Michael Kennedy
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