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TRUST-CFO® News


November 15, 2018
California vs. Other States Exemption Rights

The California Asset Protection Guide Post 3: California vs. Other States Exemption Rights

The California Asset Protection Guide Post 3: California vs. Other States Exemption Rights In our last blog post in this series, we examined the different ways […]
November 9, 2018
bad life insurance agents

Why Your Insurance Agent Will Never Tell You About the Private Retirement Plan

Private Retirement Plan – Why Your Insurance Agent Will Never Tell You About Them  Let’s be blunt, bad life insurance agents sell a product and make a […]
November 1, 2018
Know your rights

The California Asset Protection Guide: Your Maybes vs. Your Rights

The California Asset Protection Guide: Your Maybes vs. Your Rights Let’s dive deeper into the realm of assets, risks, and protections. Scary as it may be, […]
October 24, 2018
Asset Protection Strategies

Six Asset Protection Strategies to Consider

Six Asset Protection Strategies to Consider Your clients work hard for the money they earn and want to make sure it is protected against outside risks […]
October 22, 2018
Happy Hour with Riskalyze

Startup Sac Happy Hour with Riskalyze Co-Founder and CEO Aaron Klein

Startup Sac Happy Hour with Riskalyze Co-Founder and CEO Aaron Klein Tuesday October 23rd at Monks Cellar in Roseville. Trust-CFO is excited to be a part […]
October 17, 2018
California Asset Protection

The California Asset Protection Guide: Why Should I Protect?

The California Asset Protection Guide: Why Should I Protect? Be forewarned: this is the scary post. This is the post that will challenge what many Americans […]
October 10, 2018
A multi-part series on asset protection in California

The California Asset Protection Blog Series

The California Asset Protection Blog Series Ignorance is bliss, until that which you were ignorant of unleashes a flood of painful consequences in your life. This […]
October 3, 2018
Private Retirement Plan

What is a Private Retirement Plan, or PRP? (part 3 of 3)

What is a Private Retirement Plan, or PRP? Private Retirement Plans in California: How do I set up a PRP? In parts 1 and 2 of […]
September 28, 2018
The Winner of GUESS THE S&P

The Winner of GUESS THE S&P

The Winner of GUESS THE S&P
September 26, 2018
Private Retirement Plan

What is a Private Retirement Plan, or PRP? (part 2 of 3)

What is a Private Retirement Plan, or PRP? Private Retirement Plans in California: The Difference between Private Retirement Plans and Tax-Oriented Retirement Plans Now that you […]
September 20, 2018
Private Retirement Plan

What is a Private Retirement Plan, or PRP? (part 1 of 3)

What is a Private Retirement Plan, or PRP? Private Retirement Plans in California: Crucial Strategy Missing in Your Retirement Savings and Wealth Management Plan If you […]
September 13, 2018
PRIVATE RETIREMENT PLANS

TRUST-CFO Aligns with Alliance Trust Company of Nevada to Strengthen Private Retirement Plans for Californians

TRUST-CFO ALIGNS WITH ALLIANCE TRUST COMPANY OF NEVADA TO STRENGTHEN PRIVATE RETIREMENT PLANS FOR CALIFORNIANS TRUST-CFO, California’s largest administration firm for California Private Retirement Plans, has […]
March 12, 2018
private retirement plan

The Tale of Two Partners: Do you want a 10% net return or 35%, using the same dollars?

The Tale of Two Partners: Do you want a 10% net return or 35%, using the same dollars? Last year we set up a private retirement […]
January 23, 2017

Hope For Business Owners

Trust-CFOsm provides hope for business owners. Want to know what a Private Retirement Trustsm and how it can help secure your retirement and keep you in […]
September 1, 2016

Your Business Is Your Retirement- Protect It With A PRTsm

Protect Business Using Exemptions “Exempting” Your Business for a Private Retirement – for Owners & CEOs Most successful business owners say that their business is their […]
August 24, 2016
Solutions for the Construction Industry

TRUST-CFOsm & PORTER LAW GROUP align to Protect the Construction Industry

Protecting the Construction and Real Estate industries PORTER LAW GROUP, INC. and TRUST-CFOSM   Bringing the Private Retirement TrustSM & Legal Risk Management Support Services to the Construction Industry. […]
August 23, 2016
Wen is a PRT Not Appropriate

You Shouldn’t Do a Private Retirement Plan if…

When is a PRTSM NOT Appropriate? As with any strategic planning where you try to keep your money from outside interests, planning can become overly aggressive, […]
August 18, 2016
Creditor Lawsuit

Hey Doc, Can You Help Defend Against The Creditor Lawsuit-Virus?

Are You Immune to the Creditor Lawsuit-Virus? The creditor lawsuit-virus plagues the physician market, and it’s sickening.  The facts are scary, 40% of all California physicians have […]
August 17, 2016
America's Top Planner

America’s Top Planner Highlights the Private Retirement Trust

America’s Top Planner has featured the Private Retirement Trustsm in its most recent publication. This is an exciting news and a great article that helps from […]
August 9, 2016
Asset Protection and estate planning

Jeffery Verdon Law Group In The News

Poor Planning Leads To Huge Losses For Orange County Family The Verdon Law Group, one of our great power partners in Orange County had a great […]
August 4, 2016
Is your Business Protected

Exempting Your Business Stock & Interests in a Private Retirement Trustsm

Funding Your Retirement with Your Business Stock While other retirement plans prohibit private business interest funding, a Private Retirement TrustSM (PRTSM) allows the funding of any […]
July 30, 2016

Collaboration not Cannibalism

In review of all our incoming calls from outside advisors last week, we have validated a clear distinction between two types of planners, (1) those that build […]
July 25, 2016
101j Don't give money to the IRS

The Greatest Tax per Dollar…and Totally Unnecessary

Recently we were engaged by a CPA to help clean up a mess that will create a huge and completely unnecessary income tax for their client, […]
July 22, 2016
Making Doctors secure in Retirement

Funding The Retirement Gap For Doctors

Doctors Simply Can’t Put Enough Money In Their Pre-Tax Retirement Plans to Succeed…So Now What? Successful doctors, read this…….it is common knowledge in the medical industry that there is […]
July 18, 2016
What is a PRT

What Is A PRT – Private Retirement Trust… Learn Now

What Is a PRT? Well if you want to know the complicated answer, its an Employee Grantor Trust using the California Civil code 704.115.  It was created […]
July 13, 2016
Get your Estate Map

Don’t Be A Magellan, Get An Estate Map

Do You Have a Map For Your Financial World? Ferdinand Magellan created a map to help  prove the far east could be reached by sailing west. Magellan’s […]
July 13, 2016
Does a tax deduction ever hurt you?

The Incredible “Non-Tax” Tax Benefits of a Private Retirement Trustsm

Ok, so when clients come in our door, they always seem to ask if they can get a tax-deduction for funding in their private assets to […]
July 13, 2016
Administration is key to success

If you don’t have Administration, you don’t have a legitimate Retirement Plan

All plans require 3rd party administration to protect retirement plan integrity.  But it’s particularly important for Private Retirement Trusts.  Why? 1 – because you are allowed […]
July 12, 2016
Create A Custom Retirement Plan

Why Wouldn’t You Build the Perfect Retirement Plan…Your Way?!

Because No One’s Telling You About It – That’s Why! California “private retirement plans” have been around since 1970, even before tax qualified plans like 401ks […]
July 12, 2016
Do you know your Rights to asset Protection

A Californians Right to a Protected Retirement

Private Retirement – A Californians Right to Exempt Assets California was just named the #1 Judicial Hellhole in the nation by NIFB.  Unfortunately, while asset protection has become […]
July 12, 2016
No Administration = no plan

No Administration No Implementation Makes For A Worthless Plan

Administration is the Key to Plan Success When a Client walks in our office the first item we look at is the funding page or we […]
July 8, 2016
Judicial Hell Hole

We Understand… California named “Judicial Hellhole”

Judicial Hell Hole California is a hard place to do business and we get it As we have been saying for some time, CA is a […]
July 5, 2016
Put a dome of protection over your world.

What resources and information is available for Private Retirement Plans? Part 5

Attorneys, Advisors, or Administrators? Private Retirement Plans are not as well-known as IRAs and more traditional tax oriented retirement plans; this leaves Californians with few places […]
July 5, 2016
A Private Retirement Plan can keep you safe

Private Retirement Plan: What’s it worth? Part 4

The economic value of a private retirement plan A Private Retirement Plan provides many economic benefits over traditional methods due to the nature of how it […]
July 5, 2016
Get a Legitimate Asset Protection Plan

Is My Private Retirement Plan (sm) Legit? PART-3

How do I ensure my PRT is set up correctly? How do I know my money is safe? The benefits you get from a PRTsm may […]
July 5, 2016
Using a PRT for Funding your future

Funding your future: Difference between Private Retirement Plans and Tax Oriented Retirement Plans Part-2

How is a Private Retirement Plan different from other retirement plans? Funding your future retirement…. Now that you know what a Private Retirement Plan is, how […]
July 5, 2016
Protecting your family and world

Private Retirement Plans in California: How Safe is Your Retirement Savings? PART-1

Private Retirement Plans provide the highest level of protection for Californians retirement savings and financial future If you’re a California resident looking into your options for […]
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