Life Transitions

Trilogy Financial Services - Corporate Office in Huntington Beach

At Trilogy we offer solutions for baby boomers and those ahead of them, as they cope with key life transitions.

We will work to explore the holistic core of our client’s lives and work with professionals in allied fields to design ongoing Life Transitions Planning.

Our experienced advisors understand that Life is full of surprises and at times – challenges. Life Transitions are defined by both Planned Transitions and Unplanned Transitions, considered in a holistic plan for you and your loved ones.

Whatever the circumstances, we are with you all the way.

Planned Transitions:

  • Kids out of the nest; educations
  • Planning for retirement
  • Financial independence in retirement
  • A family care plan
  • Special needs planning
  • Encore careers: new entrepreneurs
  • Business Growth; business succession

Unplanned Transitions:

  • Serious illness/accident
  • Death of a spouse
  • Offspring challenges
  • Layoffs; downsizing
  • Business failures
  • Incapacity of a parent, child or other loved one

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements.  In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Trilogy Financial Services, Inc., and NPC are separate and unrelated entities.   NPC Privacy Policy