California Private Retirement Plans

TRUST-CFO^® Private Retirement Plans

Your Ultimate Wealth & Tax Shield

Private Retirement Plans (PRPs) are the safest, strongest, and most profitable form of wealth preservation because PRP funding uses your legal retirement exemption right to fund and protect the current equity, future value, and distributions-benefits of complex private assets.

Our plans offer the greatest value of all retirement plans because they are structured to be a profit-center (not a cost) to your business/investments, by harvesting substantial tax deductions, tax deferrals, and tax credits that increase cashflows, maximize asset values, and optimize net-tax benefits for a better retirement.

Your Trusted Guide to Survive & Thrive in California

TRUST-CFO^® is the industry leader with the most tested cases and 100% retention of all our valued clients plan assets – not losing one dime of any client funds, distributions, or death benefits to unwanted asset-seizure by frivolous lawsuit creditors.

Call us to get more information on our Success Cases:

1-800-730-3020

We Collaborate with the Top Attorneys & Tax Advisors in California

TRUST-CFO^® has proven our value with the industry leaders and provide our Private Retirement Plan platform to the top business attorneys and tax advisors in California who not only trust us with their clients, but in administrating their own Private Retirement Plans too!

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

The Proven Path to PRP Success:

The moment you complete our FREE PRP Exemption Diagnostic Calculator you will find out what your exposures are, as well as what opportunities and legal rights you have to reduce risks and increase wealth through tax savings.

Diagnostic Calculator

Our PRP Process uses 3-dimensional planning to optimize your wealth on an ongoing basis, so you always know you are creating the greatest values and benefits for life:

PROTECT

PROFIT

PRESERVE

Learn more about Private Retirement Plans

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.

Find out if you Qualify for a Private Retirement Plan. Fill out our Diagnostic Calculator now!

Diagnostic Calculator