TRUST-CFO® Private Retirement Plan Programs
We have developed several Private Retirement Plan (PRP) variations to tactically maximize asset protection values and tax savings of specific asset classes while also minimizing management costs.
We also have formalized financing resources to assist our clients in maximum funding without disrupting other investments, critical cash flow or business returns. It is important to note that our plan fees are fully tax-deductible as a business expense to the sponsoring company which helps cut costs. Furthermore, PRP tax savings generated from the PRP Plans are often multiple times greater than the required administration fees, making TRUST-CFO® a valued profit-center to a business instead of a cost.
"Ray and his team have gone above and beyond what I was expecting in setting up my Private Retirement Plan. They move quickly and live up to their reputation of excellence. They are very detail-oriented and work hard to ensure that their clients have a fortified Plan. But beyond that, Ray took the time to get to know me personally and has gone the extra mile to make me feel like a valuable client. As one of his youngest clients, he has worked with me to maximize my overall retirement protection while being conscientious of my budget. It has been an absolute pleasure working with the entire team and I would recommend them to any of my fellow investors."
-Ross Yeager, President of Engineered Cash Flow.