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.

Keep it in the family – what to consider long term care

November 23, 2016 by

Long term care is a decision that should be made within the family.  Planning for a crisis instead of reacting to one can relieve an immense amount of stress on a family.

Save, Splurge or Stretch -- How to Make the Most of Your Refund

March 24, 2016 by

What is the best way to use your tax refund this year?

Does Independence Mean Being Alone? Not in Our Book.

February 29, 2016 by

Independence = greater flexibility and more focus on your needs.

Financial Advisors -- Not Just for the 1%

February 24, 2016 by

In the world there exists a rare few of us who really love planning for goals like retirement, saving for a child's college, buying a home, or even saving to start a business.  We are the financial advisors.

What’s Your Story?

February 05, 2016 by

When was the last time you told your life story? What did you focus on? Your successes? Your failures? The good times or the bad?


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.