Review Time
David is professional, consistently demonstrating a strong commitment to delivering quality results. He handled everything efficiently and ensured that the job was completed promptly. I really appreciate his thorough approach and quick turnaround.
As a first-generation immigrant and real estate investor, I’ve navigated the complexities of the industry for years without the level of asset protection I truly needed. Working with my Chief Financial Officer to set up a series LLC and a trust was a game-changer. His expertise and guidance brought a long-awaited sense of relief, knowing that my assets are finally shielded against potential liabilities.He didn’t just stop at asset protection; he also ensured that my financial planning included a will and power of attorney, covering everything in the event of my death. It’s reassuring to know that my affairs are set up properly for the future, even though I’m currently unmarried without children, my immediately family will be taken care of. However, I now have peace of mind knowing everything is in place for when I do start a family and my assets protected. I’m grateful for his dedication in securing my financial future.
If I could give David more stars I certainly would. Great job with my trust. Very knowledgeable, very pleasant to work with, very prompt with responses via text, phone and email. I would highly recommend David to create the best Family Trust to fit all your needs. Thanks David!!!
David was very caring and went beyond I what I would have expected for his service. It was fast and completed with no problems. HIs review of our trust was unexpected and put me feel thoroughly at ease with having him help with our property deeding. Thanks David.
David has been nothing but pleasant and helpful since our first phone call! He is extremely knowledgable and knows how to help his clients every step of the way. He even offered to meet us closer to our home to sign our documents for our Trust, and we will be using him for Financial planning as well. He's the best.
We knew nothing about Trusts and Wills before starting this process. Our trust was complicated. David worked diligently to come up with a document that we are very happy with. His patience in answering questions (no matter how many times I asked them) was greatly appreciated. Additionally, he prepared and educated us regarding other documents we needed to get our affairs in order.
David demonstrates remarkable patience and adept listening skills, tailoring his assistance to our unique circumstances. He remains highly responsive and genuinely helpful throughout our interactions. With a deep understanding of the industry, he extends his support beyond the expected scope, proving valuable in various situations.
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360NetWorth is a Personal CFO firm. We specialize in providing a one-stop shop for all things financial as well as tax planning, estate planning, and entity formation. The firm has special expertise in creating Texas Series LLCs.
David Disraeli has been in financial services for 36 years. In addition to founding 360NetWorth, Inc., he is active in philanthropy, serving as treasurer of The Capstone Charitable Foundation and as a board member of Grass Roots Children's Foundation. See more
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