Author, Financial Adviser, developer of multi-generational financial planning. Founder and president of The Personal CFO, Inc.
David Disraeli, an author, financial advisor and lecturer has spent 25 years in financial planning.Mr. Disraeli developed a breakthrough planning process called “Multi-generational financial planning”.This novel approach, for the fist time, incorporates at least two generations into one planning process that involves the finances, emotions and legal issues facing every family with an elder relative.
Multi-generational financial planning picks up where traditional financial planning stops – it addresses the future physical and mental condition of adult children and their aging parents.The single most significant variable that threatens every financial plan or portfolio is not market risk – it’s the risk of a sudden $50,000 to $75,000 (after tax) annual drain due to long term care expenses.
Rochester, NY USA
Certified Financial Planner 1994
NASD Series 7 1986