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.

Does Independence Mean Being Alone? Not in Our Book.

February 29, 2016

Independence = greater flexibility and more focus on your needs.


The independent financial planner of the past was someone working out of their home office, a pioneer forging his or her own path in financial services.  Over time, there has been an evolution of the independent financial planning industry.  It is this growth and change that has created a real benefit for clients seeking unbiased, individualized financial planning advice.

Today, independence does not mean being alone.  It means that an advisor is not tied to a specific financial product or company.  We have the entire universe of financial products from which to choose.  If a client’s plan calls for guaranteed income for life or liquidity, we can find something that works.  If that client prefers socially conscious investing, we can find a product to suit their needs.  We will also make sure our clients know the pros and cons of the investment tools we use so that they can make informed decisions to implement their plan.  An independent advisor has the freedom to recommend products rather than just sell them.  There’s a big difference.

At Trilogy, independence means that an advisor has the flexibility to work with clients on a fee only basis, commission basis, or a combination of the two.  We work with our clients to determine the complexity of their planning needs as well as their service needs to forge a relationship that will best help them reach their financial goals.

An independent advisor focuses on the client’s unique needs without trying to shoehorn each client into a certain company or product.  We train our representatives from day one to focus on building the right plan for each client based on their specific needs and goals before we choose the products that will help us implement their plan.  This method puts our client and their goals above anything else - right where they should be.

We understand that you have many options when picking a financial planner for your family.  You could choose a big name who advertises during sporting events, the guy who knocked on your door from the office down the street, or the person your respected friend or colleague uses.  Whomever you choose to partner with and reach your most important financial goals (and we would love the opportunity), go with an advisor who is not tied to one company or one product.  He or she will be more likely to have you in mind when building your plan.



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Written by: Mike Broker

I help my clients navigate their individual financial decisions by understanding their specific priorities and goals before mapping the course that reaches toward their preferred financial future.

I am afforded the luxury of being an independent financial planner. This allows me to focus on the true needs of my clients instead of having to focus on a specific product or product company. Independence is the freedom to sit on the same side of the table as my clients to make recommendations that will assist their specific plan.

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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.