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
Services
Financial and Estate Planning, Asset Protection, Texas Series LLC Formation, Insurance, Alternative Investments
Estate Planning
Estate planning involves the management and distribution of assets during life, disability, and death. We design complete estate plans which include living trusts, anonymous trusts, guardianship appointments, wills, trusts, powers of attorney, and special needs trusts. We provide extensive consultations and notary/filing services.
Alternative Investments
360NetWorth, Inc. offers investment products that provide an alternative to traditional, stock and bond asset classes. We have options which offer competitive returns that perform independently of the financial markets. Examples include precious metals, investment-oriented insurance, private secured notes, cash flow-oriented real estate, and more
Business Consulting
Whether you are starting from scratch or have a multi-generational business, we can help. Our firm has extensive experience in succession planning, entity selection and formation, corporate or LLC governance and compliance, tax management, capital formation, and securities regulation compliance. We file state franchise returns and provide financial forecasting.
Retirement Planning
Retirement is normally a client’s most important goal. Everyone wants to be able to retire and no one wants to outlive their money. We start with an analysis of goals and resources, then conduct extensive fact-finding We will present various scenarios and recommendations. Our specialty is finding ways to avoid future tax increases’ effect on your future.
Our Clients Say
Here is a small sample of what our clients say
Reviews
The best advisor for setting up Series LLC and helping with asset protection. Did outstanding job setting the Trust, opening Series LLC, and getting proper transfer of all real estate deeds. And also his services are very very affordable.
I'm really happy and thankful I found David. I had no idea where to start with an inherited IRA, and the purchase of a house. He brought up points I never
I had postponed establishing a Family Trust all these years. I am glad we found David and am now relieved that he helped us get the Trust done.
David was quick to respond via texts, phone, and/or email to all my questions very promptly. He also assured me that I could contact him for any questions or doubts that may arise in the future. That is so important for clients, particularly in matters such as Trusts. Dealing with lawyers/attorneys is not easy. David made it easy. I believe he charged a fair price for his work.
In addition, he patiently obliged my request to wear a mask during all our meetings.
David was quick to respond via texts, phone, and/or email to all my questions very promptly. He also assured me that I could contact him for any questions or doubts that may arise in the future. That is so important for clients, particularly in matters such as Trusts. Dealing with lawyers/attorneys is not easy. David made it easy. I believe he charged a fair price for his work.
In addition, he patiently obliged my request to wear a mask during all our meetings.
David went above and beyond with helping us set up our LLC, life insurance, and wills. He provided some amazing software to walk us through our retirement
I was really happy with the knowledge, personal attention, and the level of service that I got when I contacted 360 Net Worth and worked with David.
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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.
