Why have I never heard of a PRP?

The Trust-CFO team digs into this topic to explore why Private Retirement Plans have not been sold or recommended often in the California marketplace.

Ray Olmo and Josh Saunders explain what a Private Retirement Plan is, and how it has become a must-have for California residents.

Ray Olmo and Josh Saunders explain what a Private Retirement Plan is, and how it has become a must-have for California residents.

This episode is the TRUST-CFO origin story of what inspired our founding partners' passion to help clients protect their hard work. Our firm has seen firsthand the misery that can be created when clients are unprepared for a death or a lawsuit.

This episode is the TRUST-CFO origin story of what inspired our founding partners' passion to help clients protect their hard work. Our firm has seen firsthand the misery that can be created when clients are unprepared for a death or a lawsuit.

This episode is part 3 of a 3 part series where Ray & Josh speak with Jeff Verdon of Verdon Law Group.

Episode 3: Jeff Verdon, part 3 The TRUST-CFO asset protection podcast is a series of […]

This episode is part 2 of a 3 part series where Ray &Josh speak with Jeff Verdon of Verdon Law Group.

Episode 2: Jeff Verdon, part 2 The TRUST-CFO asset protection podcast is a series of […]

This first episode is part 1 of a 3 part series where Ray & Josh speak with Jeff Verdon of Verdon Law Group.