The Only Platform that Truly Solves Your Clients' Private Retirement Needs

True wealth protection takes a multi-prong approach. As a financial advisor, attorney, or CPA, your clients rely on your guidance to help them build and preserve wealth, save for retirement, and reduce needless tax liabilities.

Clients Need Help Now More Than Ever

Most wealth-building plans are missing critical components that leave your clients open to wealth erosion and the potential for seizure of assets. Private Retirement Advisors delivers a comprehensive tool that shows gaps and hidden areas of concern. This Wealth and Protection Analysis blends three elements into one financial planning solution: balance sheet protection, income statement profitability, and retirement and cash flow preservation.

Protect the
Balance Sheet

Find out immediately what assets on a client balance sheet can be exempt and protected for retirement, including private equity, business and real estate assets.

Protect the
Income Statement

Exploit new and little-known tax laws that can offer additional and substantial deductions and ready clients for significant tax savings that enhances net profitability.

Solve for a Complete
Retirement Plan

A well-built private retirement strategy not only provides creditor protections and ongoing tax mitigation, but also ensures risks are properly managed ongoing to tactically preserve wealth for generations.

Help Your Clients Survive and Thrive in Today’s Economy

Times are tough. Our economy and financial markets are at risk. Give your clients a proven system and powerful toolbox that quickly solves wealth planning needs desired by hard-working Americans. And you as their Advisor can be rewarded for your efforts.


We’re market leaders in private retirement planning and offer solutions that protect, Corps & LLCs, private equity investments, real estate investments, security investments & portfolios, life insurance, cash, and all other liquid assets.


We have developed a powerful, web-based calculator tool that empowers our advisors to solve nearly any retirement plan dilemma for their valued clients.


Private Retirement Advisors supplies sophisticated retirement solutions to top California law firms, CPAs, and attorneys__who specialize in business, tax, asset protection and estate planning.


Shield Your Clients from Wealth Erosion, Tax Exposure, and Retirement Shortfalls

If you have any questions, call 855-774-6340 / (855) PRIME40 for a walk-through
and to learn more about our revenue sharing opportunities to help grow your practice.