The Ultimate Retirement Solution for Owners & EntrepreneursDiscover a New Path to True Retirement Success
RISK MANAGEMENT & TAX SAVINGS - our proprietary risk insurance enhances protections while mitigating taxes - and can be financed to improve net cash flow.
RETIREMENT FINANCING SOLUTIONS - our unique financing resources can 3-5x your retirement savings and uses smart leverage to avoid disrupting your capital positions.
TRUST-CFO® has developed the most proven plan designs, innovative solutions, and only administration process that continually optimizes all protection, tax savings, and wealth preservation benefits for successful Californians.Get Educated
Our PRP tactically harvests current and future tax exemptions, creating the most “tax-smart” retirement plan in the industry.Learn More
Leveraged “Super” Funding
We capitalize on "catch-up" funding as well as provide preferred Trust financing for future contributions to maximize overall retirement values and benefits.Learn More
Tax-Free Trust Loans
Our integrated planning allows for non-taxable benefits via trust loans.Learn More
Total Risk Hedging
Our strategic planning and administration process pre-plans against all major wealth-eroding risks.Learn More
Our greatest value is solving for retirement while also improving an owner’s net business equity and earnings.Learn More
Custom Solutions To Your World
Over our 30+ years we’ve learned of the critical pain points of our valued clients, and have built specific Plan designs that attend to their unique needs and wants. Our success cases can become your success case.