True Wealth Preservation

Protect Assets & Save Taxes

  • 1

    DIAGNOSE - Identify Issues & Risks

    • Start Here - Welcome & Introduction

    • Complete our PRP Exemption Diagnostic Calculator

    • Schedule Conference CALL to Review a detailed CUSTOM PLAN PROPOSAL
  • 2

    ANALYZE - Monetize Opportunities & Objectives

    • Attend Proposal Meeting - Get Educated

    • Q&A Session

    • Agree to Value of Relationship to START ENGAGEMENT
  • 3

    ENGAGE TRUST-CFO™ - as Your Administrator for Life

    • Claiming Your Legal Rights & Benefits

    • The Costs & Risks of Delay = Loss of Wealth

    • Sign Your TRUST-CFO™ Engagement Agreement
  • 4

    EXECUTE - Client Onboarding & Plan Implementation

    • Complete Client Intake Form

    • Setup Your Client Portal

    • Review All Timelines & Commitments
  • 5

    SECURE PROTECTIONS - Fund Plan & Claim Creditor Exemptions

    • TRUST-CFO schedules Delivery Appointment

    • Review Your PRP Plan Binder Online

    • Final APPROVAL of Private Retirement Plan & Funding

    • Sign PLAN ACCEPTANCE Form

    • SIGN & NOTARIZE YOUR PRP BINDER
  • 6

    SAVE TAXES - Claim Tax Exemption Benefits & Reduce Losses

    • Management Objectives & Requirements
  • 7

    RISK MANAGE - Stop Leakages & Provide Oversight

    • Upon Return Receipt of your PRP BINDER to Our Office - What to Expect Next:

    • PRE-FUNDING: TRUST-CFO will apply for the PRP TRUST EIN with the IRS

    • Step 1: PRP Promissory Note

    • Funding Completion = You are Protected

    • What to expect next: Plan Management & Administration
  • 8

    ADMINISTRATE & ASSESS - Plan Oversight of Global Wealth Plan

    • Administration Objectives & Requirements
  • 9

    HOW TO START

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