The Industry Leader in
Plan & Trust Administration

For over 27 years TRUST-CFO® has been helping Attorneys, CPAs, and California residents protect their wealth in retirement. We are the most progressive and technology-advanced support firm with successful, battle-tested results, period.


James L. Cunningham, Jr.
CEO & Lead AttorneyCunninghamLegal

TRUST-CFO is the guru of private retirement planning. I tell all my peers to use them for administration or they’re going to miss a massive planning opportunity in their practice."

Jim Cunningham

Then follow these next steps to create more value for your clients:

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