David Disraeli — 40-year financial professional helping families and business owners with retirement income, tax planning, IRA and Roth strategy, life insurance, and wealth preservation.
Retirement income, tax minimization, and insurance, planned together so each decision supports the others.
Turn a lifetime of savings into dependable income. Withdrawal sequencing, Social Security timing, and tax-aware distribution strategies.
Learn More →Tax-free retirement strategies, Roth IRA alternatives, and planning to protect your wealth from future tax increases. Proactive, not reactive.
Learn More →Roth conversions, required minimum distributions, and how to keep your IRA from shrinking under future tax rates.
Learn More →Term versus permanent coverage, and how insurance fits into a long-term plan for your family.
Learn More →Succession planning, capital formation, and financial strategy for owners, from startup to multi-generational.
Learn More →Articles on estates, trusts, and entities drawn from 40 years of observation. General education only — not legal advice.
Browse Articles →David Disraeli is not an attorney, and 360NetWorth, Inc. does not provide legal services or prepare legal documents of any kind. The articles on this site about estates, trusts, and business entities reflect what David has observed over a 40-year career in financial services. They are general education, not legal advice about your situation. For legal advice or legal documents, please consult a licensed attorney.
Read the ArticlesDavid Disraeli began his career as a stockbroker in 1986 and has been an independent financial advisor since 1992. As President of 360NetWorth, Inc., he provides objective, holistic financial guidance focused on retirement income, taxes, and long-term wealth preservation.
David is not an attorney and does not provide legal advice or prepare legal documents. When a client's plan calls for legal work, the client works directly with a licensed attorney of their choosing.
David is also an author of ten books on Amazon, a filmmaker, and the developer of AI-powered content tools for ministries and churches through Kingdom AI Network.
Rated 4.9 out of 5 across 55 reviews on Trustpilot and Google, with a BBB A+ rating since 2003.
