The most impressive thing about David is his depth of knowledge in all areas of finance. It is rare that you find someone with the years of experience he has as well. His tips on LLC's and business structure were incredibly helpful and informative.May 3, 2017
Easy to deal with. Provided a lot of help. Very satisfied with finished product.Sep 3, 2016Verified
About this pro
Years in business25
Times hired on Thumbtack1
Photos and Videos
Q & A
- What should the customer know about your pricing (e.g., discounts, fees)?I charge $750 for a will/trust and powers of attorney for a couple. This includes the attorney's fee. I charge $750 for a standard LLC and $1200 for a series LLC in Texas.
- What is your typical process for working with a new customer?I take a great deal of time learning about a client and their needs. After asking a number of questions and listening closely to the answers, I recommend next steps and quote a fee.
- What education and/or training do you have that relates to your work?I have 31 years of experience in financial and estate planning and am a Certified Financial Planner. In addition I work for three law firms with expertise in wills, LLC formation, asset protection and business law.