The culmination of ultimate retirement worth is to ensure that all the enhanced, improved, and increased wealth created by the other planning phases is never spent down or lost.

TRUST-CFO® hyper focuses in on legacy retirement planning which means we fully leverage our PRPs to ensure the plan corpus lasts for generations, outside the grasp of bad creditors and sheltered from future taxation exposures.

When properly designed, a PRP can convert tax-exposed assets into a tax-free environment to generate the highest net return with the highest probability of success.

A responsible generational wealth plan will not only fully preserve principal, but it will intently seek to secure cost of living adjustments to maintain the future lifestyle of heirs – and perhaps even provide excess to engage in philanthropy for a true legacy.

Our planning always seeks to ensure generational retirement benefits by hedging against all major wealth-eroding risks, including tax, market, interest rate, and the greatest tax of all – inflation.