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.

Finding the Order in the Chaos

February 14, 2017 by

Are you the epitome of ignorance is bliss? Or knowledge is power?
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How Do You Know You're on the Right Path to Financial Freedom?

February 08, 2017 by

Almost every American dreams of the day when they can wake up and make the choice to not work anymore but how do you know what it takes to get there? 
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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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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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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.