How TRUST-CFO® Back-Office
A Complete Back-Office Support System to Help You Grow & Manage a Successful Professional Advisory Practice
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!