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.

Common Risks that Can Ruin Your Retirement

June 23, 2016 by

Will I be able to retain my lifestyle without running out of money?  Am I protected from a long term care event?  What happens to me when the market conditions such as 2008 happen again?

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?

Don't Fear the Tax Bracket

March 09, 2016 by

Do you REALLY understand how tax brackets work?

Is It Possible to Contribute TOO Much to your 401(k)?

March 02, 2016 by

It's that time of year again...TAX TIME. But will you be seeing some of your 401(k) money coming back to you?

Does Independence Mean Being Alone? Not in Our Book.

February 29, 2016 by

Independence = greater flexibility and more focus on your needs.

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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.