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Services offered by David Disraeli, Personal CFO
Financial GPS
Similar to financial planning, this financial GPS system allows a family to navigate the financial world, regardless of how complex, with ease. Whether you own mutual funds, real estate, stock options, or other investments, the system tracks your progress on a daily basis. This brings retirement planning to a whole new level of clarity.
Services Incude:
- Retirement Income Model - view demo
- Income Tax Planning and Projections
- Asset Allocation and Risk Tolerance
- What if Scenario and Stress Test
Estate Planning
Everyone needs an estate plan to protect their family. You may need a last will and testament, a guardian for minors or a private trust. Find out what ALL your options are before you decide. Services Include:
- Revocable Living Trust/Anonymous Living Trust
- Will with Guardian Appointment
- Durable Power of Attorney/Medical Power of Attorney
- Transfer on Death Deed
- HIPPA Release
- Letter to Executor
Series LLC Formation
Owning real estate in one's own name is dangerous. We live in a litigious society. Transferring property into a properly formed LLC can provide years of protection with on up-front cost. Find out how a Series LLC can allow you to own multiple properties, protected separately inside one entity. Service Include:
- Texas Series LLC Formation
- Registration in Additional States
- Warranty Deed Transfer and Recording
- IRS Tax ID
- Operating Agreement
- Complete Training and Unlimited Consulting
Tax Consulting
Tax minimization is one of our primary services. The IRS will NOT come knocking on your door to show you how to pay them less. You have to understand the tax code in order to maximize it to your advantage. We help you create an estate of tax-free assets so it won't matter if they change the rules or raise tax rates.
Precious Metals
Our sister company, 360 Gold Advisors helps people create a safety net to protect against inflation, political instability, or a crash of the banking system.
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