Absolutely fantastic service Absolutely fantastic service! Really glad we found Intervention Point as our personal situation has greatly improved. Peace of mind knowing our financial life is in order. THANK YOU!

Excellent company to work with Excellent company to work with, they answered all our questions and spent the time to make sure we got our Trust right the first time. I highly recommend Intervention Point

Steve did an excellent job of fitting… Steve did an excellent job of fitting meetings around our schedule and took the time to explain everything in detail. Even though he was not local his communication, professionalism, and promptness made the process very easy.

Great people to deal with! Great people to deal with!! Very knowledge and they make it easy to understand exactly what needs to be done to protect our assets and final wishes.

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.