California Private Retirement Plans | TRUST-CFO®

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:


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

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:



Get Protected and Save Taxes Now!

Fill out the form below to contact us and sign up for services, email us directly at: or call us at: 800-730-3020.

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