Reviews

• Alessandra C.

  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

• Nolan M.

  Easy to deal with. Provided a lot of help. Very satisfied with finished product.

  Sep 3, 2016Verified

• Leslie S.

  David was a wealth of knowledge- knowledge far beyond typical financial guidance. His general concern for our well being and astute understanding of very complex circumstances gave me great peace in a time of turmoil. I have worked with several skilled financial advisors - David is the best. I cannot recommend his services highly enough!

  Jul 27, 2016

• Lynne W.

  I have known David for over 5 years and he has always been extremely professional, dedicated, and competent in helping me with financial matters. He is very knowledgeable and experienced in asset allocation, retirement planing, and overall financial management. I highly recommend him.

  Jul 25, 2016

• Paul Z.

  I have known David for nearly 10 years. His professionalism, knowledge and service to his clients is unparralled. I would highly recommend. Sincerely, Paul Z

  Jul 25, 2016

• 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.