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, 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 wills, trusts, powers of attorney and special needs trusts.
Alternative Investments
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
Business consulting services include: entity selection and formation, corporate or LLC governance and compliance, tax management, capital formation, securities regulation compliance
Retirement Planning
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
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.
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.
