TRUST-CFO® Empowers Our Referring Attorneys, CPAs and Strategic Advisors
Our Plans always follow our 3-Step process for ultimate success and results:
Max Fund Private Assets that can be Exempt (Protected) for Retirement.
Capitalize on all Tax & Cost Savings Private Retirement Plans allow to Maximize Profits & Net Worth.
Keep all Plan Funds, Distributions, and Benefits for You and Your Family Protected Forever.
TRUST-CFO® has provided administrative support services to Trustees, Fiduciaries, Attorneys, CPAs, Investment Advisers, Insurance agents, and clients for over 25 years.
We have developed several Private Retirement Plan variations to capitalize on all the major planning opportunities needed to help protect your clients.
- Private Retirement Life℠
- Private Retirement Simple℠
- Private Retirement Plus℠
- Private Retirement Accelerator℠
- Private Retirement Qualified℠
- Private Deferred Compensation℠
The exemption diagnostic calculator generates a report that shows you and your clients their current creditor and asset risk exposure, as well as the potential for maximizing protection and retention of current and future assets.
- 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!
Personal User Platform*
SIGN UP and transform your business, be first to market and market dominant!
*Personal User Platform – coming June 2019!
Gain access to our backend user dashboard where you will have the ability to manage your client accounts.
"If you don’t use the TRUST-CFO platform, you’re missing a huge opportunity to capture a massive market need."
-Joshua Meier, Esq., Meier Law Firm
- Personalized user interface just for you
- Help manage and organize your caseload
- Create your own branded Diagnostic Reports
- Monitor what stage of the process your clients are in