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.

A Credit Card Free Holidays - Can It Happen?

November 06, 2017 by

It may be pure bliss during the months of November and December, but come January and February, when those credit card statements come in, the stress starts to set in.
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How to Teach Your Kids About Money

November 01, 2017 by

Most parents agree that we need to do a better job teaching our kids about money. However, parents cannot abdicate all responsibility to the schools. Raising children and teaching them to navigate the world is first and foremost a parent’s responsibility.
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Can Life Insurance Help You Retire? Protecting you beyond market risk

September 26, 2017 by

While Market Risk is a very real reason to worry, there are other risks that may throw a wrench into your financial plan. 
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Tips to Make Retirement a Dream, Not a Nightmare

September 25, 2017 by

The “what ifs” can be a real game changer, not only to what we get to do, but how we would be prepared to pay for it. 
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Planning for the Unplanned

September 24, 2017 by

Risk is an inherent aspect of finances; without taking some risks, you’ll probably miss out on some things. In your finances, this might look like a lack of growth in your portfolio.
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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.