Maximizing Value with Asset Protection Planning

Advisor Endorsements


John Graham Owner, John A. Graham & Associates

I have personally worked with and trained over 7,000 attorneys across the country. Every once in a while I meet an attorney who truly stands head and shoulders above their peers in terms of expertise, knowledge, and commitment to their clients. Jeff Matsen is one of those attorneys. After having trained hundreds of estate planning and asset protection attorneys, I consider Jeff to be in the top 1% of all of them! Whenever I meet business owners and other high net worth individuals who need professional expertise from an asset protection attorney I tell them to trust Jeff Matsen. I count it as an honor and privilege to count Jeff not only as a client, but more importantly a friend.

Stephen Fairley CEO, The Rainmaker Institute

“I have known Mr. Matsen for several years. He is a man of integrity. On several occasions Mr. Matsen has provided some of our mutual clients with sound advice in the areas of wealth management and estate planning. I would highly recommend him because of his knowledge and vision in these areas of financial planning.”

Robert Keebler, CPA, MST, AEP,Distinguished Partner, Keebler & Associates, LLP

“Jeff is a leading teacher and expert on asset protection issues. I have been in Jeff’s classes and he is a powerful teacher and on top of his game. Jeff’s legal and tax expertise is top-notch.”

Michelle Ward Consultant, Keebler & Associates, LLP

“Jeff is a pleasure to work with and is highly knowledgeable. Jeff also takes the time to assist colleagues in areas where they have questions.”

Guy Baker, CLU, MSFS, MSM, MBA hired Jeffrey as an Attorney in 1985

Great Results, Personable, High Integrity –“Jeffery is a terrific professional who has proven time and again he is able to deliver on his promises. His breadth of knowledge and ability to help others find the right solutions is unparalleled in the business. He would be a great advisor for anyone interested in his services.”

Brandon Burton hired Jeffrey as a Attorney in 2010, and hired Jeffrey more than once

Great Results, Expert, High Integrity –“Jeff has been providing our clients with quality Estate planning!”