Private Retirement Plans | TRUST-CFO℠



The Top Administrator
for Private Asset Qualified Plans, Deferred Compensation Plans
& California Retirement Plans


Are you looking to help your clients:

Solve complex asset protection issues with simple solutions?

Offer powerful tax savings & 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."

Jim Cunningham


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:


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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.

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