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Professional Advisors
"I recommend David Harris to any investment advisor. David lends his expertise in charitable trust mechanisms with due consideration of the whole financial picture." - Mr. S...... K....., Investment Advisor,
-- Ron Harbin, Advisor, "The plan David developed actually resulted in greater financial return to our family than we would have gotten doing the easy thing - a little planning & paying the taxes on all of the capital gains. "We were able to make both a remainder trust and current gifts to our environmental interests, totaling nearly $1 million, and still get the cash we wanted from this business transaction." -- Warren Linney, CEO, |
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