TRUST-CFO® CAN HELP!

Filling out this form will generate a report that shows you the current creditor and asset risk exposures you have, as well as the potential for maximizing protection and retention of current and future assets. Please note it does not reveal the specific tax and creditor planning strategies that may apply to your circumstance which can help capture greater tax savings and lost opportunity costs.

Personal Information:

Items marked with * require a response
- Your First Name*
- Your Last Name*
- Your Email Address*
- Advisor Email Address (optional)
- Send Report via Email?*
- Email report to:*
- Your Phone Number*
- Who referred you to complete your Diagnostic?
- Your Current Age*
- Expected Retirement Age*
- Annual Income*
- Expected Annual Inflation Rate Percentage*
- Marital Status*
- California County of Residence*
NET WORTH (Asset Values Less Liabilities)

- Personal Cash: non-business (checking, savings, CDs)
- Personal Use Property (furniture, cars, and other depreciating assets)
- Personal Residence Net Equity (market value less mortgage loan debt)
- Life Insurance Net Cash Values (cash values less policy loans - NOT death benefit)
- Private Investment Assets (Brokerage Accounts, Stocks, Bonds, Options, RSUs, etc.)
- Private Real Estate Investments (owned in your personal name)
- Private Business Interests (Corporations or LLCs, including cash accounts)
- IRAs - Individual Retirement Accounts (Traditional or Roth)
- Qualified (ERISA) Retirement Plan Accounts (401k, Profit-Sharing, etc.)
- TOTAL Net Worth:
Please note, in order for the submit button to appear you must: (1) choose yes from the dropdown menu below whereby agreeing to the disclaimer below, (2) fill out Your Current Age above, (3) fill out your Expected Retirement Age above, and (4) enter an Expected Annual Inflation Rate Percentage above.
I have read and agree to the disclaimer below*
The Exemption Diagnostic Calculator is designed to be informational and educational tool only, and does not constitute legal, tax or investment advice. We strongly recommend that you seek the advice of a skilled Attorney/Lawyer before making any decision regarding exemption planning and/or Private Retirement Plan funding. We also encourage you to review your exemption planning strategy regularly as your legal and financial circumstances will likely change. This model is provided as a rough risk assessment and exemption planning analysis and is not a guarantee or promise of legal, tax, or financial performance. The results presented by this calculator are hypothetical and may not reflect the actual growth of your own investments and future changes in California law. No Attorney, Advisor, or TRUST-CFO's^® owner or employee or any of its affiliates, are responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by this analysis tool, nor for any human or mechanical errors or omissions.

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TRUST-CFO® CAN HELP!

Personal Information: Items marked with * require a response

NET WORTH (Asset Values Less Liabilities)

Personal Information:

Items marked with * require a response