Trilogy Financial, a privately-held financial planning firm with over $2 billion in client assets, utilizes a combination of our best technology and broad perspective to help you advance your tomorrows.

The 12 Week Year: Get More Done in 12 Weeks Than Other Do In 12 Months

February 27, 2017 by

​The guide to shortening your execution cycle down from one year to 12 weeks
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Goal Setting: Leading You on Your Path to Financial Freedom

February 03, 2017 by

Goal setting is critical for success and that is no different when it comes to financial freedom.
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4 Critical Habits for Financial Success

February 01, 2017 by

If this is the year you want to get serious about your finances, review these four critical habits for pursuing financial success.
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5 Ways to Make 2017 a Year of Financial Breakthrough

January 03, 2017 by

Here's to a new year! Let's shake off 2016 and make 2017 a year of real financial breakthrough!
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From Our Bookshelf: Profit First by Mike Michalowicz

December 17, 2016 by

What if, rather than you serving your business, your business served you? What if you could turn a profit from your very next deposit? And what if you had the power to guarantee that profitability?
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Advisory services provided by TrilogyCapital, Inc,. a Registered Investment Adviser. Separate advisory and securities services may be provided by National Planning Corporation (NPC), a SEC Registered Investment Adviser and broker-dealer. Member FINRA and SIPC,. Certain registered representative with NPC are doing business under the name of Trilogy Financial. TrilogyCapital, Inc. and Trilogy Financial are affiliated by common ownership and are separate and unrelated to NPC. Please consult with your representative to confirm, on which company’s behalf services are being provided.