Back Office Platform | TRUST-CFO®

How TRUST-CFO® Back-Office
Solutions Works

A Complete Back-Office Support System to Help You Grow & Manage a Successful Business

Our attorney & advisor power-partners get access to custom-branded PRP program marketing materials and our PRP Exemption Diagnostic Calculator, as well as complete administrative support system with unlimited access to our friendly and knowledgeable team members, so you build more business with the proper planning tools and resources “powered by TRUST-CFO®”.

  • Maximize Client Case Flow
  • Enhance Client Value
  • Optimize Client Engagements
  • Eliminate Unnecessary Overhead Costs
  • Maximize Your Business Worth

The exemption diagnostic calculator generates a report that shows you and your clients their current creditor and asset risk exposure, as well as the potential for maximizing protection and retention of current and future assets.


  • Enter simple asset and liability information
  • Send results directly to you and your clients
  • Analyze current risk exposure
  • View your personalized Strategic Exemption Plan

Test our diagnostic and find out what values and benefits you create for your clients now!

Diagnostic Calculator
Click To View Sample
 

Industry Leading
Diagnostic Tools


We have a FREE suite of tools to help diagnose, manage, and track your clients risk exposure.


"Ray and his team have gone above and beyond what I was expecting in setting up my Private Retirement Plan. They move quickly and live up to their reputation of excellence. They are very detail-oriented and work hard to ensure that their clients have a fortified Plan. But beyond that, Ray took the time to get to know me personally and has gone the extra mile to make me feel like a valuable client. As one of his youngest clients, he has worked with me to maximize my overall retirement protection while being conscientious of my budget. It has been an absolute pleasure working with the entire team and I would recommend them to any of my fellow investors."

-Ross Yeager, President of Engineered Cash Flow.

Clients Win when Our Advisors Win!

SIGN UP TODAY
Get Immediate Access to our Complete System
FOR FREE!
GET TO MARKET
Immediately Brand Yourself & Gain Access To Huge Clients Markets
AT NO COST!
ADD VALUE
Enlighten Your Relationships Using our Proprietary Diagnostic Tools
CAPTURE THE BEST CLIENTS!
GET HIRED
Solve Critical Problems
Prove Your Worth
EARN MASSIVE REFERRALS!
BE PROFITABLE
We Administrate Everything to Ensure Plan Success
WE DO ALL THE WORK, YOU GET PAID!

"TRUST-CFO is the most valuable tool in today’s financial planning environment.
Get their system to win business!
"

-Reed K. Scott, MBA, JD, LL.M. (Tax), author of CALIFORNIA ASSET PROTECTION GUIDE

 

 

Get Empowered Now!

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

 
Diagnostic Calculator