What We Do

Al Gibbons’ success can be boiled down to one main area: The trust he’s earned among his clients and his peers. His reputation in the marketplace and the type and number of professionals who refer their best clients to Al is the true test that he is doing a great job. Such high regard from his peers has resulted in a highly effective business model. All of Al’s business has been driven by referrals from professional tax advisors (attorneys, accountants, and trust officers). They know he will always act in the best interest of their clients.

The word “always” plays a key role in Al’s success. He has adopted a series of “always laws” that guides every step of every interaction and ensures a consistent client experience of the highest quality. These laws have created a culture of integrity so that he always keep his promises. In turn, that has allowed Al to consistently deliver a “wow” experience to clients.

AEG’s Philosophy
The 80/20 Estate Plan
Who We Work With
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