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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: Testimonials

About Al Gibbons

- April 11, 2012

As I think of the words/characteristics that describe you the following come to mind (in random order): loyal, honest, knowledgeable, curious, organized, growing (making progress), integrity, entrepreneurial

I can count on you to give me honest feedback.  I can count on you to count on me… it makes me better! I can count on you to be open and honest. I can count on your friendship.

But what I really think makes you unique is your ability to understand and bring together a “team”. Not just your inside team (Cathie and Linda) but the team outside of your organization. I think the “real” name of your firm is “TEAM AEG” With the tag line of “providing clarity, confidence and capability in 20% of the time”

~ Industry Peer

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Posted in: About, AEG, Blog, Testimonials, Uncategorized
Tagged with: AEG, Blog, Estate Planning, Financial Planning, PA

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

15
May
Finseca: “Hybrid Life & Long-Term Care Policies Inside ILITS: What Works and What Doesn’t”

The Washington Report: – Wealth Transfer Edition “The shrinking market for stand-alone long-term care (LTC) insurance has increased the popularity of pairing life insurance with a qualified LTC (“QLTC”) benefits rider, which can provide more…

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Contact:

Phone: 610.917.8940

Fax: 610.917.8962

Email: algibbons@algibbons.com

Quick Links:

  • The 80/20 Estate Plan™
  • Our Relationships
  • Published Articles (PDFs)

More on Al Gibbons:

  • Al’s Resume
  • CRS – The Leaders Group
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