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.

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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Retirement is about Knowing What You Don’t Know

June 18, 2017 by

My industry is notorious for taking complex things and making them sound simple (this can be a good thing!) but the unfortunate side effect is that too many Americans never achieve the financial independence of their dreams because they are swimming in mixed information and over-simplification from financial salespeople who were not trained to act in their clients’ best interests. 
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DecisionCenter Planning: Understanding the Probabilities of Success

June 16, 2017 by

Retirement, because it might easily last 30 years or more, is a project of probabilities. By understanding the potential risks and opportunities in your unique retirement plan, you can understand the chances you are taking.
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​A 21st Century Retirement: Not Your Father’s Golden Years

June 13, 2017 by

Retirement…sounds nice, doesn’t it? Being able to wake up, not rush anywhere, and spend the day focusing on family, friends, hobbies, and taking care of the house and yard. It is often thought of as the light at the end of a long tunnel we’ve been journeying through our entire adult work life.
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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.