We are the largest back office solutions provider for Private Retirement Plans in California.
We have helped California’s Top Attorneys and CPAs protect nearly $1 billion
of their client’s private assets in just the last 3 years.
Are you looking to help your clients:
Solve complex asset protection issues with simple solutions?
Offer powerful business cash flow improvement strategies?
View you as their ongoing cutting-edge planning resource?
TRUST-CFO® has the ultimate suite of education, analysis, and valuation tools to help guide you and your clients through the chasms of Administration, so your Plans succeed and assets and earnings stay safe.
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."
Follow our proven path to success:
START with our FREE Diagnostic Calculator to see immediately what value you can provide to your Top clients!
Here are the NEXTS STEPS to create value to your clients, and to your business:
Schedule an appointment for us to review our proprietary Diagnostic Analysis Report.
Get customized presentation materials to properly present values and benefits to your client.
Get engaged by your clients – and we provide all the needed support and guidance for a complete Plan!
Want to see a snapshot of a TRUST-CFO® Analysis Report? Click the icon below.
Want to Learn More about Private Retirement Plans first?
TRUST-CFO® has the only complete platform to ensure an efficient planning process and ultimate success for you and your clients. We have educational tools, customized presentation materials, and detailed reporting to ensure proper application and use of a Private Retirement Plan.
Check out these FREE tools:
