Business Owners

Being a business owner is a life of juggling challenges and opportunities. With entrepreneurial spirit you likely took chances few others would take with a vision toward something that only a few could see. Congratulations! Whether that business is you and a few family members or one with 100s of employees, your financial decision making is intricately tied to your hopes and plans for the business. For most business owners it is your largest asset.

Where much business planning goes awry is in missing this key reality: the business is one, of what often is many, items on your balance sheet. And good financial planning is about managing the entire balance sheet, the risks and opportunities it creates, and the cash flow that makes it possible. Too many financial advisors only see businesses as a place to discuss retirement plans for employees. But we know there’s more.

Trilogy is there for you as you manage all of the parts of your business from tools to retain important talent to rewarding and motivating high-performing team members, from setting up company benefits plans to providing owners and key executives with estate planning and wealth transfer benefits. All this within a comprehensive plan which shows how your life’s work may truly provide you the long-term security you’ve imagined.

Owning a business is personal. We provide credible resources with current financial tools to help you make the decisions that could advance your tomorrows.

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.