We offer the Greatest Benefit-to-Cost Value of all Planning Services
Because Our Plans provide 3 Dimensions of Wealth Preservation:
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.
Protect Principal while Maximizing All Distributions and Benefits for You and Your Family for Generations.
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℠
"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.
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!
Professional User Platform*
Transform your business - be first to market and market dominant!
*Coming July 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