I've been researching for a couple years on all my options to create a realistic retirement game plan. I learned most plans have little value to my situation. Along the way I discovered PRPs, and that can identify and fund some of my private businesses as my legitimate retirement assets, which is a game-changer for my needs. But warning: as you want more benefits from the plan it does get more complex, especially with multiple types of businesses, so I also learned this is something not to dabble in, TRUST-CFO manages a web of planning for me and they earn their keep, and my trust.

Every advisor I've ever met couldn't solve my problem. They either wanted me to give away my assets, give up control, or move money to some investments that I don't want to do. My PRP allows me to get the benefits I want but on my terms, and TRUST-CFO is awesome at making sure I'm getting those benefits so I can keep focused on business. This lets me sleep better at night.

A Testimonial Email to a Prospective Client asking for a Reference:

Dear _______, Nice to meet you. I'd be happy to set up a call if that's easier for you, but I'll give you the background of how this is working for me and I apologize if it sounds like a sales pitch but my wife and I are very happy we went this direction. I've been researching and engaging with retirement planning and asset protection attorneys for at least a decade. I've wasted so much money on attorneys for plans that just don't work. I even had an attorney set up a PRP but that was a disaster. I rate that well-known and successful but unknowledgeable attorney a 1/10. My experience with Ray is a 10/10. I recommend Trust-CFO as an entry point over a lawyer and the Ray will set you up with all the right key people, as well as ensure cost management.

I have a couple sources I run my planning through including Ray. His offering is to take ownership in not just the PRP but the whole estate, and look at ALL risk management, including tax mitigation. So far he's introduced me to options I'd never know existed and he gets me three steps further than any attorney. Ray is constantly providing ongoing resources to solve my problems even if I didn't know they needed solving. For example, he hooked me up with an executive at a top CPA firm who has been a dream to work with. I've been overpaying so much in taxes before meeting my CPA that it hurts, so he contributed to building our total team, who collaborate seamlessly together.

He's always available and answers all me and my wife's questions in language we understand. This is the best possible feature of any advisor. Ray is genuinely concerned with our overall protection for lifetime. I wish I'd known to start with him 15 years ago but I'm glad to be locked in now. I recommend his services to anyone looking into retirement planning.

I hope this helps and good luck on your next steps. There are too many options and folks who want your money that it's hard to navigate the right path. We feel our path is clear now and we have the best guide. Feel free to reach out anytime.

M&A S.

My real estate portfolio is my retirement plan, period. But there's no plan that treats it as such - except a PRP. I value that not only is my equity protected from litigation risks, but so is my cash flow and net earnings. And the trick is TRUST-CFO can do all this without disrupting any of my banking and loan needs, which is amazing. I'm great at building wealth, but I rely on TRUST-CFO to protect it. If you own even 1 piece of real estate, get a PRP, and Trust-CFO is worth every cent as the plan manager and administrator.