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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

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
  • The Latest Highlights

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

01
Nov
WSJ – “My Mother’s Illness Changed the Way I Think About Financial Planning”

    I had a luncheon conversation in Toronto with one of Canada’s top tax attorneys. I asked, “What’s more important the hard, math side of estate planning or the soft, emotional side of estate planning?” Quickly…

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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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