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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Living Benefits...What are they and do you need them?

September 27, 2016 by

Life Insurance can do more than just provide death benefits, learn how Living Benefits could be right for you.
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The Value of Life Insurance as a Millennial

September 13, 2016 by

Many Millennials are waiting later to enter the workforce, buy homes, and have children. However, even if you are a young, healthy person with no children and only a small amount of assets, there are several valid reasons why you should consider purchasing a life insurance policy.
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How Much Life Insurance Do You Need?

September 06, 2016 by

Did you know that in 2015, more than 4 in 10 people didn’t own a life insurance policy in any amount and only 3 in 10 Americans felt they had sufficient coverage?
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What's Wrong with a Tax Refund?

March 31, 2016 by

Getting a big tax refund this year? But is getting a bigger refund always better?
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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.