What an incredible experience! Thank you for the opportunity to work with such a thorough and diligent team. We are grateful that the NFL highlighted your team to us. Being a former player I was in a position on putting my trust and assets together, so this came at the perfect time. You were all educational and walked my wife and I through this process with patience and gave us the confidence every step of the way…And answered all my questions immediately, which is rare. I will and have recommended this team to my closest family and business partners. Thank you!

Revocable Trust We’ve been wanting to do a Trust though when we were told the cost we decided to shop around more. Our financial advisor recommended Steve Morris, Intervention Point so we gave Steve a call, and we’re glad we did. We completed the Trust remotely doing 3 Zoom calls with Steve and the charge was less than half from previous quotes. I highly recommend Steve/Intervention Point for your Estate Planning and/or Trust.

Steve is wonderful to work with and is… Steve is wonderful to work with and is incredibly responsive. He’s always available to help and quickly responds anytime you reach out with questions. He makes the Trust process as smooth and seamless as possible.

Steve was so efficient and helpful! Steve was awesome. He was able to do our trust in 3 days due to a quick move overseas. He answered every call even when I had to him call late with a question. He is very knowledgeable and made us feel at ease with some huge decisions. Thank you Steve!

The representatives are very…Professional The representatives are very professional and they provide excellent service with the entire process of setting up a trust. They're always available afterwards to assists with any questions or concerns you may have.