David Disraeli Personal CFO

★★★★★
  • 1525 Cypress Creek Suite H-109

    Cedar Park, TX 78613

    Map & Directions
  • 512-535-2674

About David Disraeli Personal CFO

Categories
  • Financial Planners

Finance

Finance
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When I retired from a major airline I I had no idea how I would create enough income to last my wife and and myself for the rest of our lives. David, (www.pcfo.net) has a unique method of creating a financial model much like running a business but for personal finances. This model allowed us to see we would be at any point in the future and to play with the assumptions to our hearts' content. We are very grateful for David's approach. It has taken the anxiety out of retirement.

5
★★★★★

When I retired from a major airline I I had no idea how I would create enough income to last my wife and and myself for the rest of our lives. David, (www.pcfo.net) has a unique method of creating a financial model much like running a business but for personal finances. This model allowed us to see we would be at any point in the future and to play with the assumptions to our hearts' content. We are very grateful for David's approach. It has taken the anxiety out of retirement.

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David Disraeli gave a seminar on dealing with aging parents. Since I am right in the middle of having to make some very important decisions. the timing could not have been better.

The material was very informative and though provoking.

5
★★★★★

David Disraeli gave a seminar on dealing with aging parents. Since I am right in the middle of having to make some very important decisions. the timing could not have been better.

The material was very informative and though provoking.

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More about David Disraeli Personal CFO

The Personal CFO, Inc. is owned by David Disraeli, a 24 year veteran of the financial services industry and does financial, retirement and estate planning.

 

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