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!

Fantastic Service and Expertise Fantastic Service and Expertise I wanted to give a big shoutout to Steve Morris for being an absolute lifesaver during the trust process. Seriously, this guy is a wizard when it comes to this stuff! Steve's knowledge and assistance were like sunshine on a cloudy day. Trusts can be complicated, but he made it feel like a breeze. Now that everything's all sorted out, my family and I can finally breathe a sigh of relief. Knowing that we're protected and secure, thanks to Steve's expertise, is such a weight off our shoulders. So, if you ever need help with trusts, Steve Morris is the person to go to – trust me on that!

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.

Steve Morris, the Consummate Professional Steve Morris was not only the consummate professional for help with my Trust, but also was courteous, showed patience answering my many questions, and put together a document that my husband and I are very happy with.

Professional, Knowledgeable and responsive. Great service. Steve is extremely responsive, knowledgeable and professional. He has done an incredible job for our clients.