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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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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Your Financial Advisor: Leading your Financial Offense

May 29, 2017 by

Having a team of Financial Advisors, CPA’s, and Estate Planning attorneys can help you on your financial journey to the ultimate prize: a healthy and independent retirement.
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Financial Services for the Future

May 15, 2017 by

All of the recent industry change, some of my peers in this business are in a bit of turmoil, but like so many things, I see it as an opportunity.
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Professional Credibility: 3 Ways to Recognize It

May 04, 2017 by

If you’re like me, one of the most important things in the world to me is trust and credibility.  Whether it’s the guy I hire to do my kitchen floors or the people who I work with here at Trilogy.
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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.