Ray Olmo, is a Certified Estate Planner™ and Registered Financial Consultant™ and has over 25 years of administration expertise in qualified plans, non-qualified deferred compensation & executive benefit plans, and is the pioneer and innovator of the Private Retirement Trust™, the only Employee-funded plan design that truly ensures to resolve the retirement needs for business owners and private equity investors.
PRIVATE RETIREMENT TRUST℠ The Most Powerful Exemption for Californians
You'll Learn About: • The Most Relevant Change in CA Planning in 50 Years • Safest and Most Cost-Efficient Way to Protect Private Assets • A Tax Smart Plan, Always Optimizing Tax Minimization
• The Plan that Allows for Ultimate Control and Maximum Flexibility Of Your Financial World
