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.
Tom C. Round Rock
|June 14, 2016
David was very helpful in developing wills and Power of Attorney documents for my wife and me. We feel very confident that our family will have everything they need to fulfill our final request. Thanks, David for all your help.
David was contracted to update my parents’ will and estate planning. Everyone concerned was pleased with the final product, and I believe the analysis was thorough. There were a number of areas we might have overlooked had we not consulted with him.
Thank you David for the heads up on how to buy the least expensive term insurance. It came back cheaper than you expected!
Mr. Disraeli, who owns the site www.pcfo.net, completely changed my thinking about 401k plans and tax-deferred investing. I never really thought about the fact that tax rates could be, and probably will be much higher when I go to withdraw money from these accounts. Now have started a pool of tax-free cash I can draw upon regardless of what tax rates do.
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.
Laura C. Lewisville, TX
Merna D.Austin, TX