Stacy Pearson

Trust & Charitable Remainder Trust Expert

Tulsa, OK office 

  • LinkedIn Social Icon
  • Facebook Social Icon

Stacy has a powerful voice in the estate planning arena. Her passion to help families avoid the needless financial losses of probate and its family-fracturing repercussions has led her to become a leader in the transformation of how trust services are delivered today.

Working at every level of government, local, state and national, including as a returning speaker to the United Nations, Stacy has advocated for those without a voice. Her advocacy work led her to create the Universal Guardian Trust, available in all 50 states. Stacy has traveled the country educating audiences and training financial advisors, like herself, regarding changes to the trust laws that make it easier than ever for families to avoid probate and its needless pitfalls.

Protected Families is focused on financial planning & educational services for young families to retirees. Stacy has assembled a team of specialists who are as passionate as she is about protecting children from Probate Guardianship and seniors from needless taxation and court interference. Her team of specialists include attorneys, paralegals, financial planners, money managers and industry experts who have a mission to help families just like yours to pass on your legacy as efficiently as possible. This strategic alliance means you don't have to depend on the strength or expertise of one individual. Instead, you will have the benefit of multiple specialists, serving you from their expertise no matter your needs.





  • Probate Protection

  • Tax-Free Retirement

  • Medical Directives

  • Powers of Attorney

  • Risk Assessment

  • Financial Planning

  • SSI Protection for Special Needs

  • Charitable Remainder Trusts

  • Professional Associations

  • Qualified Plans

  • Virtual Appointments


Tel: 602-545-2038

  • Black Facebook Icon
  • Black Instagram Icon
  • Black LinkedIn Icon

© 2023 by Paradigm Money Management

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Paradigm Money Management, LLC. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Paradigm Money Management, LLC., a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through Paradigm Insurance Services, an affiliated company. Paradigm Money Management, LLC. and Paradigm Insurance Services are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.


The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.


Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.