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.

Are you hurting your 401(k)?

January 18, 2017 by

If you’re going to have a 401(k) it might as well be a good one. In fact, it might as well be best in class. After all, why should you settle for less when it comes to your nest egg?
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Stories We Love -- Pension Lost

December 09, 2016 by

So you're doing everything right (financially), but what do you do when the unexpected happens?
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​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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Planning your retirement with a fluctuating income

October 26, 2016 by

If my income fluctuates, what does that mean for my retirement? 
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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.