Solutions for the Construction Industry

TRUST-CFOsm & PORTER LAW GROUP align to Protect the Construction Industry

Protecting the Construction and Real Estate industries PORTER LAW GROUP, INC. and TRUST-CFOSM   Bringing the Private Retirement TrustSM & Legal Risk Management Support Services to the Construction Industry. TRUST-CFOSM, a California-wide Trust Administration support services firm, has affiliated with Porter Law Group, Inc. This relationship will complement the  solid risk management services […]

Is your Business Protected

Exempting Your Business Stock & Interests in a Private Retirement Trustsm

Funding Your Retirement with Your Business Stock While other retirement plans prohibit private business interest funding, a Private Retirement TrustSM (PRTSM) allows the funding of any appreciating private asset, including business stock and member interests and/or any appreciating income-producing business assets, in order to help make up for the often massive retirement […]

Zeller Kern Wealth Advisors Partners in Alliance with TRUST-CFOsm

Zeller Kern Wealth Advisors partners with TRUST-CFOSM  for Trust Administration Support Services Zeller Kern Wealth Advisors of Gold River, California, has contracted TRUST-CFOSM to help accentuate its current capabilities. They see the value of providing asset protection and wealth preservation services for their clients. By providing risk management and administration support for its retirement […]