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 Financial "Must Do" List for You and Your Spouse

February 10, 2017 by

Having a partner should provide an opportunity for reaching more goals because you can support each other in ways you could not do on your own.
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Financial Freedom: A Thousand Little Decisions in the Right Direction

February 07, 2017 by

Financial Coaches...are they necessary?
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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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A Lifestyle of Generous Planning

January 30, 2017 by

What I do as an advisor, is partner with people who are serious about their goals and develop strategies through real relationship building. This relationship equates to qualitatively better financial decisions over time. No matter what, we have a plan. Wherever their story takes them.
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What to consider when choosing a legal guardian

January 20, 2017 by

Are you asking the right questions when it comes to who will be your child’s legal guardian? 
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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.