TRUST-CFO is the pioneer in PRP administration and industry benchmark for legitimate Private Retirement Plan administration. When evaluating our client's comprehensive asset protection rights, we always start with the TRUST-CFO analysis to determine how much we can legitimately fund and protect in retirement, then when that's maximized we can safely implement the rest of our advanced planning.

Jeff Verdon, Principal
Jeffrey M. Verdon Law Group, LLP

As California's laws have become more and more invasive and onerous for Californians, I watched the CA Private Retirement Plan value get stronger and stronger. In working with TRUST-CFO, I also saw the innovations they were building to both strengthen the plan structure as well as enhance overall values and benefits. I've been a PRP client myself and have enjoyed an powerful business alliance and become good friends too!

Reed Scott, Author
MBA, JD, LLM (Tax)

Private Retirement Plans are a different type of Trust with a multitude of planning opportunities but with many potential landmines if you don't know how to manage it. That's why we refer TRUST-CFO to our high net worth California clients for guidance, as well as entrust them to administrate our own Private Retirement Plan.

Jim Cunningham
Certified Specialist - Estate Planning, Trust & Probate Law
CunninghamLegal

I'm always amazed at the creativity and innovations that TRUST-CFO brings to our client's. They are the ultimate problem-solvers for business owners trying to survive in California.

Kimberly Wright, Esq.
Founder and Managing Partner

TRUST-CFO seamlessly integrates with our estate, business and advanced planning designs. Never disruptive, they always enhance our value to our clients.

Josh Meier, Attorney
Managing Partner

I've learned a lot over the years about PRPs, and certainly the value TRUST-CFO provides as the industry leader. They are always available to help answer questions and have allowed us to private-label their planning tools to help educate clients and maintain control over the master estate plan.

Ben Sowards, Esq.
Sowards Law Firm

We do a multitude of advanced asset protection planning and the TRUST-CFO Private Retirement Plan is a great arrow in our quiver when we have clients who want the safest strongest and productive protection strategy. I have one myself because its simple and provides great value for my private investments.

Jim Bohm, Partner
Bohm Wildish

Ray is constantly one of the top producers in the insurance industry because 85% of all life policies are sold for Retirement supplement, but life insurance is not protected in California from lawsuit creditors.
The TRUST-CFO PRP-LIFE program solves all the exposure issues because all cash values, all distributions including loans, and all death benefits are fully exempt (protected) from creditors.
They've solved the ultimate dilemma - Californians just need to get educated!

Jon Salomon, Founder
Optima Financial & Insurance Services