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.

Every Team Needs a Coach

April 27, 2017 by

There is no 'I' in team and there shouldn't be one when it comes to your money.

Why smart people use a financial team (and have a team leader)

April 24, 2017 by

It's time to surround yourself with an organized team of professionals because that’s how you get from “good” to “great”.

A Little Planning Goes a Long Way

April 16, 2017 by

Here at Trilogy, we really go out of our way to talk with the other professionals that our clients are connected to, whether it be their CPA or their Estate Planning Attorney. It is important that the advice provided clients work well with their tax advice and their legal advice.

5 Questions to Ask to Find an Advisor Who Works in Your Best Interests

April 16, 2017 by

Read for five questions we think are critical in making sure you are working with a “same-side-of-the-table” advisor.

Mission Critical: Having a Personal Balance Sheet

April 11, 2017 by

Once you know where you are and know where you’re going, you can develop a strategy to make the journey. 

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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.