STAY IN CALIFORNIA and NOT ONLY SURVIVE, BUT THRIVE!
Watch our Video on how we are able to legitimately solve these 2 major wealth eroding issues…
Without Disrupting Your World!
TRUST-CFO® delivers the ONLY Private Retirement Plans with:
Insurance Against Loss
of Plan Asset Values
Because of Our Proven &
Respected Track Record
Insurance Against Loss of protected values
Our track record – insurers are willing to cover our Plan risks based on our success history, as the industry “benchmark” for proven PRP funding.
Insured by global A-rated carrier traded on the London stock-exchange, admitted in both Europe and US, ONLY if administrated by TRUST-CFO®.
TRUST-CFO's® design is a fully tax-deductible business expense and we have built-in financing to allow our clients to be insured, save taxes, and keep money working in their business.
To Maximize Tax Savings &
Compound Plan Growth
TRUST-CFO's® PRP is designed to be tax-neutral to capitalize on all available tax deductions, credits and deferrals on the funded assets, but additionally:
Because of the PRP Trust is “exempt” we are able to harvest unique TAX EXEMPTIONS against all items of tax, including active earnings, passive income and gain on sale of appreciated assets.
We can mitigate tax from earnings/gains after already incurred, unlike most deferral mechanisms like 1031, installment sale, etc.
TRUST-CFO® can even finance the tax-deductible contributions in our PRPs for those that qualify.
To Keep Capital Working in Your
Business & Private Investments
Preferred Low-Cost Financing
EXPERTISE: TRUST-CFO's® CEO, Raymond Olmo, was a Founding Director and Chair of the Loan & ALCO Committees for a commercial lending bank that successfully sold to First Foundation Bank. He has leveraged this expertise to develop key financing solutions for complex retirement programs like our Private Retirement Plans.
CASH-FLOW SOLUTIONS: We offer the only PRP Plan that offers clients substantial tax savings but where we provide the funding, so they can keep their hard-earned dollars working in their own business and private investments. Other promoted plans require rerouting critical capital to other less-productive investment alternatives in order to get tax savings, which doesn’t work for our valued clients.
LOW-RATES: With our banking expertise we have negotiated the lowest carrying costs and flexible terms for our PRP clients, with NO additional collateral required, so our clients’ business credit-capacity for growth is not disrupted.
We Collaborate with the Top Attorneys
& Tax Advisors in California
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."
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!