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AEG Financial Services
610.917.8940
  • Home
  • What We Do
    • AEG’s Philosophy
    • The 80/20 Estate Plan™
    • Our Relationships
    • The Latest Highlights
  • Publications
    • Video & Audio
    • Published Articles (PDFs)
  • Blog

Category Archives: Estate Planning

Estate Planning Professional

- March 05, 2012

Al, in working with you I have found you to be, thorough, organized, concise, responsive and timely. You also are knowledgeable and communicate that knowledge well so that it becomes understandable. I would also consider you more business-like / professional than “folksy.”

As to whether that makes you unique, it is when you are compared to some folk I have had the “pleasure” of working with, but when I choose the people to work with; I look for these characteristics in all of them especially if we are to continue working together.

~ Estate Planning Professional

Albert E. Gibbons

AEG Financial Services

The Commons at Valley Forge

1288 Valley Forge Road, #53

Phoenixville, PA 19460

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Al Gibbons 80/20 Estate Plan Video

- March 02, 2012

11 Minutes with Al Gibbons – “The 80/20 Estate Plan”

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Follow the link to watch the video.

https://algibbons.com/media/video/8020.wmv

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Process of Working with Advisors and Business Owners

Ethics of Implementation

It’s All About The Why

You can see more videos and listen to our podcast archive at our YouTube Channel

The Latest Highlights

IG Private Wealth Management Round Table Symposium – Main Platform Speaker

An Interview with Al Gibbons: Philosophy & Process

Recipient of the Accredited Estate Planner® (Distinguished) Designation

Collaborative Teams for High Net Worth Clients

The 80/20 Estate Plan™ Presentation to the Million Dollar Round Table

05
Jan
Tell Me Why An Extra $1 Million or $10 Million Wouldn’t Make a Difference

      “Five Financial Blind Spots That Burden Grieving Spouses – Surprise Debt, Locked Out of Accounts, Invisible Credit Records, New Budgets, Higher Tax Brackets.” Forget the silly number-crunching.  Forget the extra point or…

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Contact:

Phone: 610.917.8940

Fax: 610.917.8962

Email: algibbons@algibbons.com

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More on Al Gibbons:

  • Al’s Resume
  • CRS – The Leaders Group
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