Saving California with a State Right

  • 1

    A Legal Protection Right under CA State Law - for Californians ONLY

    • Private Retirement Plans are "Exempt" from Creditor Judgments under California Law - since 1970

    • About Exemption Law: Creditor & Tax Exemptions
  • 2

    A PRP is a "Non-Qualified" Retirement Plan

    • A California PRP is NOT a 401k or IRA

    • A PRP is a NON-QUALIFIED Retirement Plan for Private Asset Funding
  • 3

    Proper Set Up a California Private Retirement Plan (PRP)

    • The Working Components of a Legitimate Retirement Plan
  • 4

    Tax-Smart Planning - Claiming Trust Tax Exemptions

    • The Strongest Retirement Plan is a Comprehensive Plan with Tax Planning Considerations
  • 5

    Honoring Your PRP - Enforcing Your Rights to Protect Wealth for Retirement

    • CRITICAL ACTIONS REQUIRED
  • 6

    HOW TO START

    • Complete Our Exemption Diagnostic Calculator & Schedule a Report Review Call