Review Time
When one doesn’t know WHAT one doesn’t know, having Steve Morris at Interventionpoint as a guide to navigate is a gift. When I showed all the trust documents to my highly regarded financial advisor, he was impressed with the accuracy and precision of the execution of the trust. Highly recommended!
I am that person, that didn’t want to be bothered with setting up a trust. I didn’t have enough knowledge about it and didn’t want to pay the costs for one and basically didn’t trust anyone. My financial advisor and sister, convinced me to finally set up my trust. They put me in touch with Steve Morris and he was the answer to my prayers. Steve was professional, knowledgeable, patient and always available to answer all my questions and concerns. I feel confident, that I made the right choices and now possess a trust that meets all my needs and will meet all my beneficiary needs in the future. This company has all the bases covered. Couldn’t have found a better company to meet my needs and for a reasonable cost. Thank you Steve!!!
The expert advise and guidance we got to help us protect our assets for the future was informative and empowering. The process was easy and understandable and the follow ups help with buttoning up all ends of out estate, could not be happier.
Steve is patient and helped us step by step.Steve was always available and he is still helping us whenever we have questions. We now have peace of mind knowing everything has been taken care of with our trust and will.Great Customer Service.Steve goes out if his way to help us and make the process go smoothly.
My entire family had a wonderful experience. Steve made the process of setting up a trust and creating medical directives easy, and he was always available to answer any questions. I’ll be recommending Interventionpoint to all my friends!
Very detailed explanation of the process!Steve has been very patient in walking through the entire process of setting up our main trust and charitable remainder trust. Our estate had a bit of complexity, and Steve made it very simple to get everything set up just the way we wanted. It really gives us a huge peace of mind knowing our estate is in good hands.
This group was so amazing at taking the time to explain all of the nuances of the trust process as well as strategies associated with estate planning. As an NFL alumnus, it was great to have a safe space to not only work with but learn the ins and outs of legacy planning and implementation.G. Jones
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