Family and Relationships

Financial decisions happen in the context of relationships. Whether you are single, married, a parent or DINKs. It matters little what your situation in life is, our relationships tend to be the place where our most important financial decisions get made, and ironically it tends to be the importance of relationships to so much of the financial industry ignores.

Your life a story being lived out chapter by chapter, plot turn by plot turn. There are people you meet along the way and the people who go the whole journey with you. Because Trilogy advisors strive to earn the right to be there with you wherever your story takes you, we work to help you understand the alignment between your relationships and your money.

We encourage you to look beyond the transactional ideas of simple rates of return or fees or 5-star rankings. While there are situations where all of these things matter, they are not likely to be the factors that lead to financial success or ruin (or all the options in between). Instead it is our relationships and decisions with our family, our partners and the key professionals who guide us along the way that can make the greatest difference of all.

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.