Book Reviews

Make sure your valuable assets are managed and distributed according to your priorities and not someone else’s.

Click on your home state to see will and trust laws that apply to you.

We love reading books, and when we read a good book on the topics we love, we post a review here. We do this because we want to direct our visitors to the books that we think have something important to say, and as such can be helpful toward the goal of securing a sustainable financial future. Another reason we have created a book review section on our site is because we want our prospective clients to understand some of what goes into shaping our philosophy of money. You can tell a lot about a person by the books he or she reads.

If you’re interested in a Trust, we’ve put together a brand new program to help people create a trust to protect their nest egg, family and legacy, for less than you’d pay a lawyer, and with more long term benefits.

One of our experts will walk you through this program and guide you in creating the trust in a fraction of the time that it would take a traditional lawyer to do the same thing.

Consider this comparison:

In addition, our 1:1 process is designed to get better acquainted with you, your family and your goals (by looking at your family tree) in order to help you be more intentional in helping you design your trust plan.

Hint: Most lawyers don’t take the time to do this effectively if at all!

You’ll receive actual coaching guidance through the entire process (vs traditional lawyers who all too often just talk at you and try to justify their fees).

If you don’t like the results of this process or aren’t happy with your trust, within 30 days will refund your trust preparation fee of $1,995.

If you want to hear more about how this program works or get started in obtaining your state specific, customized trust, just complete this short registration and a Pro Client Guide will reach out to you.

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I’ll look forward to meeting you and introducing you to this amazing program!

Steve Gibbs, JD, AEP®,
CEO and Co-Founder

Learn More About Steve

Steve Gibbs, JD, AEP®,
CEO and Co-Founder
Learn More About Steve

Make sure your valuable assets are managed and distributed according to your priorities and not someone else’s.

Click on your home state to see will and trust laws that apply to you.

Get My Living Trust - Will

Book Reviews

Make sure your valuable assets are managed and distributed according to your priorities and not someone else’s.

Make sure your valuable assets are managed and distributed according to your priorities and not someone else’s.

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