Our Services | TRUST-CFO®

TRUST-CFO® Empowers Our Referring Attorneys, CPAs and Strategic Advisors

Our Plans always follow our 3-Step process for ultimate success and results:

Private Retirement
Plan Adminstration


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.



Download Private Retirement Planning Guide

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!

Diagnostic Calculator
Click To View Sample
 

Industry Leading
Diagnostic Tools


We have a FREE suite of tools to help diagnose, manage, and track your clients risk exposure.

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

Contact Us to Learn More
Diagnostic Calculator