Upcoming Events & Opportunities
Trilogy regularly holds events for the benefit of our clients, strategic partners and their friends and associates.
Media and Recognitions
Jeff Motske, Trilogy’s president and CEO was on the Steve Harvey show talking about the critical issue of financial compatibility between spouses. Check out what Jeff had to share and watch as he takes one of Steve’s guests through Trilogy’s own Financial Compatibility Quiz.
The Story of Their Lives
In all of these stories, we have observed and walked through the confluence of pasts, presents and futures mixing together to create idyllic and sometimes not-so-ideal financial realities.
How We Partner with our Clients
It begins with disclosure
Like so many great institutions, Trilogy’s story begins with an uncommon idea.
Trilogy’s mission is to provide innovative, practical, top-quality strategies and solutions that meet our clients’ financial needs.
Our Core Values: Truth, Resilience, Integrity, Love, Optimism, Goal-Centered, YOU!
Why We Exist
We are here to help advisors progress toward quality, skill, independence and loyalty among them, their clients and the firm.
How We Partner with other Professionals
Trilogy began its existence with one clear idea in mind: all financial consumers deserved to have an integrated view of their finances.
Trilogy Financial is fundamentally about stories. Three stories, really: your past, your present, your future. We all come to our finances with conflicts from these three threads of our narrative. From the past we bring good and bad decisions, biases, other people’s advice, regrets. From the present we bring the pressures, realties, budgets and responsibilities that fill up our very hours. And from the future we bring the great potential of a greater degree of financial freedom, the hope for security, the aspiration of a restful final chapter to our full and fruitful days.
It’s no wonder that the convergence of these three stories, each person’s Trilogy, requires such thought and reflection. And it’s no wonder that the financial implications are immense and in many cases, complicated. Trilogy’s core philosophy is to be your financial resource, bringing together objective advice and independent perspective to your situation, wherever your story takes you.
So much of our industry is unfortunately bent on getting financial consumers to jump on their line, putting real people into mass produced methodologies and structures instead of finding ways to meet each new person comfortably in the context of their own life and aspirations. Trilogy is different. We know that your life is going to take twists and turns. We know that things will change and, whether you like it or not, some things won’t go as planned.
For this reason we stand firmly on the idea that good planning is progress not perfection. Financial planning is fundamentally about taking a few good steps in the right direction, and then taking a few more. With this methodology In mind, Trilogy has established regional centers from coast to coast with the clear vision of helping millions of Americans achieve financial independence.
Founded in 1999 by President Jeff Motske, CFP® and Executive Vice President Kevin Mackintosh, Trilogy has grown every year due to their unsurpassed trust and integrity with their loyal clientele. Our experienced and forward thinking advisors are kept up-to-date with the latest financial trends, utilizing state of the art technology so that they can provide every client with personalized service and care.
At Trilogy, we believe in comprehensive wealth management collaborating with experienced tax professionals and attorneys to assist our clientele to help them attain their goals, preserve their wealth and then distribute it in the most efficient manner with the least amount of taxes.
We find that financially-conscious Americans today are tired of the boiler-plate ideas. Tired of not being heard, sometimes regretfully resorting to computer-generated impersonal methods of financial management. We don’t believe these have to be your only options. We believe your story matters, yesterday, today and into the future. And our goal is the take the journey with you.
So that wherever your story takes you, Trilogy is there.
Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Advisor. Trilogy Financial and NPC are separate and unrelated companies. See “Home Page” for full disclosure statement.