I met David Disraeli while looking for help in setting up a Texas Series LLC for Buy and Hold Residential Real Estate. At first, I was apprehensive as I had spoken to a couple of attorneys and found the cost to be extremely expensive. I came across David through YouTube videos and made contact. I found David easy to work with and his prices reasonable. He always returned my emails promptly with a phone call or a response within the same day. My Texas series was set up quickly and professionally, a comprehensive operating agreement was sent promptly via Dropbox once the LLC formation was complete. When it was time to set up the first series, he acted quickly with the required documents. I am very satisfied with his services and glad we met. When the time comes for other legal matters, I will not hesitate to contact him. read more

In having been recently laid of from a corporation after nearly 14 years tenure, I decided I would take a different direction in life and become a real estate investor. In setting up my business I consulted David for advice in establishing a business entity. He has been a God-send for me in understanding the type of entity that best suited me in my business model and also assisting me in setting it up with the state. I most appreciate the prompt and reliable communications each step of the way. I found him easy to talk to and patient in his explanations to my questions on financial matters I wasn't clear on. I will readily recommend his services to others. read more

David did the estate planning for my 84 year old father. He went above and beyond the call of duty. David showed true care and concern for my dad throughout the process. David was persistent and very engaged every step of the way. David even wrote a book about dealing with aging parents so his knowledge and expertise goes far beyond drafting the necessary documents. He also has experise in financial planning which can be a huge benefit to his clients. I highly recommend David for those needing help with estate planning, financial planning or both. Don't put it off, give David a call and receive excellent counsel and service to help meet your needs. read more

I had postponed establishing a Family Trust all these years. I am glad we found David and am now relieved that he helped us get the Trust done. David was quick to respond via texts, phone, and/or email to all my questions very promptly. He also assured me that I could contact him for any questions or doubts that may arise in the future. That is so important for clients, particularly in matters such as Trusts. Dealing with lawyers/attorneys is not easy. David made it easy. I believe he charged a fair price for his work. In addition, he patiently obliged my request to wear a mask during our meetings. Thank you, David read more

As a parents of four college-bound kids, my wife and I had no idea how we were going to pay for their education. Fortunately, a friend recommended that I attend one of Mr. Disraeli's workshops. Afterwards, we sat down with him where he explained the ins and outs of the financial aid process, including how to estimate how much aid we would qualify for. One thing that really surprised us was discovering that our rent house would cost us aid dollars. At least now, thanks to David, we know what we're facing and can plan accordingly. read more

It was my first time with a financial planner but David took me though all the steps. He was very clear and patient. I know a lot of people who have put off important things like wills and power of attorney, etc. I had a a small but complicated profile but within a day or 2 after he had all the information, (about a day and a half) I was sent a very clear work sheet to use as I wish. I think he's great! Now I have to go get a will and a POA done. :-). read more

David was consulted by my husband and I when we were starting a new business. He helped us understand what we needed financially, recommended a very competent accountant to manage our books, helps us walk through some of the key scenarios to be successfully, and finally helped us find our first client. He really went above and beyond, and we are grateful that not only is he our trusted financial advisor, he has become a great friend! read more

I sought David out to help with financial planning for my family - and I could not be happier with what he delivered. My family has very complex and unique needs - and four boys that will enter college in four consecutive years and needed sound financial advice and roadmap that would work with my income. David nailed it. I highly recommend David for all matters financial. read more

I've utilized David's services the past few years. He's professional, responsive and a personable business owner which is a breath of fresh air. David diligently worked our family trust, multiple business and entity changes and formations and always remained in touch to check how things are going. Most importantly, David is a solid human being- honest and respectable. read more

Outstanding help with setting up trust and series LLC. I am so glad I chose 360Net Worth. David guided me through all the steps and helped with all the paperwork. He personally answered any questions I had, spoke on the phone whenever I needed any help. Truly personal service! And the cost was much much lower compared to other proposals I had. Thanks for the help. read more

I met David Disraeli through a mutual friend. Although I am in the financial services business myself, 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.. read more

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. read more

David has been a great help over the years in helping me to understand the markets and how to best allocate my 401k resources and investment accounts. David has a great sense of the financial "big picture" and has also been able to direct me to resources for college planning and scholorships. read more

Needed someone to look at my parents wills. David discovered some major holes that needed repair. A friend of mine from work recommended him and I am glad he did. He also took the time to ask about my situation and made some tax suggestions that will save me money. read more

I needed help with preparing legal documents. And highly recommend David who is amazing. During the entire process he made me feel at ease by showing concern and patience with my questions. And made sure to take time to explain everything in detail. read more

My wife and I are starting to think about retirement. I met David over 15 years ago as a client of my own business. We consulted David about our retirement options, estate planning and tax situation. What we received was far more than we expected! read more

Working with David has been a great experience. He is always there to answer any questions I have or to walk me through different projects I need help with. David is a great implement to our company and to our personal life. -Annabel S. Villarreal read more

David has advised me on company formation and matters of asset protection that one usually does not come across. He is also knowledgeable in the field of real estate which I am a part of. I'd recommend him to anyone who needs his services. read more

My CPA told me to call David to set up an LLC for my rental properties. I knew owning investment property personally was probably not the best idea but I never acted. Now these rentals are out of my name and I sleep better at night. read more