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.

A Lifestyle of Generous Planning

January 30, 2017

What I do as an advisor, is partner with people who are serious about their goals and develop strategies through real relationship building. This relationship equates to qualitatively better financial decisions over time. No matter what, we have a plan. Wherever their story takes them.


One type of situation with families thinking about retirement is when I meet with a husband and wife in their early 60's. They come to me because they know that they are behind in their retirement planning and are ready to make a change. Often, their income potential has been low and they have been unable to save very much towards retirement. We discuss at great length the importance of maximizing our wealth-building potential through monitoring of cash flow down to the penny. Along with paying off all non-mortgage consumer debt and increasing cash savings, we execute an investment strategy customized to their specific goals and appropriate to their risk profile

Just as important, we implement a risk management strategy through insurance and a living trust that can help to protect the financial house from life's unknowns as well as allow future generations of their family to benefit from our legacy planning. Through comprehensive planning, this couple can change the trajectory of their financial future as well as their family tree. What I do as an advisor, is partner with people who are serious about their goals and develop strategies through real relationship building. This relationship equates to qualitatively better financial decisions over time. No matter what, we have a plan. Wherever their story takes them.



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Written by: Eric Johnson

Eric Johnson has always been passionate about helping people. From an early age growing up in the home of a pastor and missionary, the core values of faith, integrity and hard work were instilled. Eric graduated from Vanguard University where he pursued his other passion, finance. Eric's combined love for helping people and his business acumen led him to Trilogy Financial where company CEO, Jeff Motske, is also Vanguard alum. Eric is adamant that simple philosophies such as budgeting, being debt free and saving for the future in conjunction with having a specific financial plan is the key to wealth building. Eric takes a very personal approach to financial planning by building relationships with his clients and working with them to make increasingly better financial decisions over time. In his free time, Eric loves spending time with his wife and two sons.

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