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.

​Three Moves to Help Your Kids Start Off on the Right Foot Financially

November 10, 2016 by

If there’s one subject that has the ability to impact kids throughout their entire lives, it’s personal finance. 
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Is the cost of your family’s pursuits worth sacrificing your financial plan & goals?

November 07, 2016 by

Is being in the most prestigious and expensive club really going to guarantee an athletic scholarship? 
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College: What is the REAL Cost?

October 25, 2016 by

When it comes to predicting how much you’ll pay for college, you might as well consult your local fortuneteller or learn to read tea leaves. College promotional booklets publish sticker prices, which most students don’t pay. 
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The Answer is Simple -- Save for Retirement Before College

May 25, 2016 by

They're both priorities, but if you had to pick the most important...
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5 Tips that Could Increase Your Financial Aid Check

May 19, 2016 by

How are you planning on paying for college? For a majority of students, Federal Fiancial Aid is the solution. 
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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.