Pioneer, Innovator, Educator

  • 1

    TRUST-CFO® Innovations

    • Solving Problems with Knowledge
  • 2

    PRP DEFENDER™ - the only Insured Retirement Plan

    • The ISSUE: Loss of Plan Asset Values = Failed Retirement

    • The SOLUTION: TRUST-CFO® Private Asset Risk Insurance

    • TRUST-CFO’s INNOVATION: "Loss of Creditor Exemption" Coverage
  • 3

    PRP ACCELERATOR™ - the only Financed Retirement Plan

    • The PRP ACCELERATOR™ CONCEPT

    • Low-Cost Premium Financing for Business Deductions = INCREASED CASH FLOW

    • Financing for PRP Funding-Contributions
  • 4

    PRP PRESERVER™ - the only Estate-Tax Free Retirement Plan

    • The ISSUE: all retirement plans are included in the Taxable Estate - 70% TAX RATE?

    • The SOLUTION: TRUST-CFO®s PRP Trust integrated with our Wealth Preservation Trust
  • 5

    Get a PRP STRATEGY Cash Flow Analysis Report

    • How to Start: Complete Our Exemption Diagnostic Calculator & Schedule a Report Review Call