Specializing in Asset Protection and Wealth Transfer for your Family Legacy

The following provides excerpts from a few of the many letters we receive. We can provide complete letters upon request.

Thank you for the outstanding professional service we received from you during the recent preparation and delivery of our trust and annuity investments. Your genuine sincerity and professional manner helped us feel very comfortable working with you. We are thankful the Lord connected up with two Christian men to help us with these important decisions.

J & M Wright, TX
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We established a Revocable Living Trust as part of our estate plan. My husband suffered a sudden heart attack and passed away a year and a half later. After 54 years of marriage you can imagine how much we depended upon one another. I want to take this opportunity to tell you how helpful you were to me during this time. Your phone calls and visits were a God-send to me. Eddie has been such a solid rock to me when I needed reassurance or advice. I can always count on him to answer my questions or just be there when I need someone to talk to as a true friend.

N. Hines, TX
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Dear Eddie and Mark
We would like to express our gratitude to Strategic Estate Planning Services. We went to dinner and felt it was probably just another evening that we would be spending, getting some education about estate planning. We were in for a very pleasant surprise. We learned that neither of you were going to be high pressure and "try" to talk us into something that we would not be comfortable with. We are confident that our funds will continue to grow and that we won't have doubts and fears about our future. Most of all we appreciate the friendship and concern of the both of you. We feel you were concerned with our best interests and that you have done everything to our benefit.

M & S Romick, TX
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We just wanted to say thanks to Mark, Della and your staff for all your advice, information and support in the planning for our retirement. Most questions you answered before we could ask, but the ones we did have you either had the answers or did the research and got back to us, with the answers, in a timely manner. You laid the foundation, gave us the tools, but never one time did you in anyway force us to follow your suggestions. We had talked to numerous financial advisors before, but none of them inspired the confidence and trust you did.

E & D DeRulle, TX
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I have recently completed my planning with your company and wish to commend Mr. Peak.
His presentation was very well given and follow ups excellent. I feel very relieved to have this done and my 5 children agree it was a wise move. Thank you all.

M. Battenfield, TX

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For more client references please go to:  www.clientreference.blogspot.com

Clients call us when they need legal or non legal resources.  You can use your existing attorneys and/or tax advisors or we can make recommendations if you need them.  I'm a firm believer that as relationships are built, trust is earned.

• We promise to tailor your advice and refrain from a one size fits all approach.
• We promise to be trustworthy and communicate frequently
• We promise to address personal needs:  We listen and provide solutions.

We assist families in specific areas such as: IRA and other pension plan rollovers, income stream creation for life without the risk, death settlement assistance, long term care insurance, fixed or indexed annuities, life insurance, reverse mortgages, in home care, nursing home screening with ombudsman connections, living probate and death probate avoidance education, asset protection strategies, charitable gifting, annual reviews, CPA, real estate agents, broker and attorney referrals, updates on senior issues along with a host of other resources when you may need them.

 Our Clients feel at ease with us as a resource when they need it the most and this relationship building approach brings comfort when life brings unexpected changes.  Call me to schedule a no cost or obligation consultation today at 1-800-381-8870.

May God bless you and your family.

Mark & Della Pruitt
CEO/Founders
Strategic Estate Planning Services