David was very helpful in developing wills, a trust, and Power of Attorney documents for my wife and I. We feel very confident that our family will have everything they need to fulfill our final request. Thanks David for all your help. John T. Cedar Park
Financial and Estate Planning, Asset Protection, LLC Formation, Insurance, Alternative Investments
Estate planning involves the management and distribution of assets during life, disability and death. We design complete estate plans which include wills, trusts, powers of attorney and special needs trusts.
The Personal CFO Inc. offers investment products that provide an alternative to traditional, stock and bond asset classes. The firm’s goal is to give its clients options with competitive returns that perform independently of the financial markets. Examples include investment oriented insurance, private secured notes, cash flow oriented real estate, life settlements and more.
Business consulting services include: entity selection and formation, corporate or LLC governance and compliance, tax management, capital formation, securities regulation compliance
Retirement planning is normally a client’s most important goal. Everone wants to be able to retire and no one wants to outlive their money. We start with an analysis of goals and resources, conduct extensive fact-finding and present a number of potential scenarios with recommendations. Our specialty is creating mechanisms to avoid future tax increases’ effect on your future.
Our Clients Say
Here is a small sample of what our clients say
I met David Disraeli through a mutual friend. I was referred because David is an expert in estate planning and I am not. He also handles alternative investments which help offset the risk of owning stocks. I could not be more pleased with the relationship and I would highly recommend him to others.
I have used David Disraeli to update my estate plan. He was thorough and highly knowledgeable. He explained things well and caused me to think about issues that were important but never crossed my mind. If it were not for David I may still not have an estate plan.
Curtis C. AustinHead CEO
David Disraeli is smart, hard-working, and awesome at following through. Being new to the state, we weren't sure what documents were necessary for estate planning. He made sure we each had a will and power of attorney. He was VERY affordable and VERY quick. The delay was on our end because we had to get the documents notarized, with two witnesses, which was hard to do for us. He politely, yet diligently, followed up, again and again, until he personally went with us to a notary that would witness the signature and he also served as a witness. He double and triple checked each document was complete and correct, and then took the documents to scan into an electronic vault for safe keeping. I highly recommend David, he is awesome!
Carmen P. AustinManager
My family has trusted David for over 20 years to give sound advice about investments, wills, and other financial matters. I highly recommend him for his ethical approach and advice.
Larry R. Aubrey TexasManager
Why Choose Us
We can be trusted, we are focused on you, we strive for 100% client satisfaction
We are responsible
When you engage and financial or other professional, you want the person you are dealing with to take responsibility for your engagement and see it through to completion. Often our clients will stall when in the middle of a process due to time constraints or other issues. We see it as our job to persist whether that means walking someone into a bank to notarize their will or making sure documents that are needed for analysis are collected. If something does not get done it won’t be because we dropped the ball.
99% of our clients are satisfied
Our client satisfaction is one of the industry’s highest due to the level of service we provide, our pricing and the complete objectivity of our counsel.
We have reasonable prices
Our rates are reasonable and affordable. In most cases, our fees are project-based and not hourly. We find that consumers are not pleased with providers who nickel and dime them. Instead, we provide 100% transparency into how much is charged, when it is charged and precisely what can be expected in terms of deliverables.