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

Our private-labeled PRP Exemption Diagnostic Calculator generates a report that shows you and your clients their current creditor and tax risk exposures and the areas for improvements and opportunities to increase capital and asset values.


  • 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.

Clients Win when Our Advisors Win!

LAUNCH 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