Trilogy Financial, a privately-held financial planning firm with more than $2 billion in client assets, utilizes a combination of our latest technology and broad perspective to help you advance your tomorrows.

Cash Flow: The Secret to Knowing What Your Priorities Really Are

July 19, 2017 by

Cash flow, in reference to your financial plan, means the money that flows in and out on a regular basis. While the money that flows in is very telling of your financial situation, the money that flows out is even more so.
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Take the Stress & Anxiety out of your Family’s Financial Conversations: How to Have a Successful (& Enjoyable) Financial Date Night.

July 11, 2017 by

Imagine this: You're out for a romantic dinner with your spouse. The candles are glowing, and the wine is flowing. You turn to your significant other and say: "So, how are we going to pay for our two lovely children to go to college?"
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​Five Steps to Stop Fighting with Your Spouse About Money

July 05, 2017 by

Why is it so difficult for money and love to peacefully coexist? Finances tend to be a personal and emotional topic for many and they cause plenty of stress in everyday life.
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Is Your Marriage Financially Compatible?

June 25, 2017 by

Although couples talk about whether they’re spiritually aligned, or how many kids they want, or if they want to live in the country or the city, they almost never consider their “financial compatibility.”
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​ Preparing to have a fulfilling retirement.

June 21, 2017 by

When preparing for retirement, there are quite a few things to do ahead of time.  Making sure that you have a good handle on spending vs. how much income will be received from pensions, social security and retirements accounts such as 401(k)’s is clearly one of the biggest items.
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All information herein has been prepared solely for informational purposes and is not an offer to buy, sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 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. 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 affect 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. Content is for general purposes only and is not an offer to buy or sell any security. NPC does not provide tax or legal advice.NPC Privacy Policy.