• From both a personal and financial perspective, realizing a stable retirement is a thorough process that takes thoughtful planning and attentiveness to navigate through lives twists and turns.

    Saving for Retirement Saving for Retirement
  • In order to be successful with any investment strategy, you have to start out with a philosophy that is consistent in substance and one that corresponds not only to the markets you decide to invest in but your personal and individual characteristics as well.

    Investment Techniques Investment Techniques
  • There are many different ways in which to invest your money and in order to decide which investment vehicles are suitable for you, you need to know their characteristics and why they would be the best fit for a particular investing objective.

    Investment Types Investment Types
  • For many students and their parents, the right mix of scholarships, grants, government loans, private loans and tax-preferential college savings plans can keep the opportunities of college in sight, with the cost of higher education safely in check.

    Saving for College Saving for College
  • There are various techniques and methods that can be used to reduce the amount of taxes you pay and optimize the deductions and credits available to you, both today and in the future.

    Tax Management Tax Management
  • Estate planning is an ongoing methodical process that is designed to help us achieve our personal and family goals, even after we pass.

    Creating an Estate Plan Creating an Estate Plan
  • When it comes to wealth management and financial planning, one of the most important yet most overlooked products is life insurance.

    Life Insurance Life Insurance
  • Planning ahead helps you understand what long-term care service options are available in your local community, what special conditions may apply for receiving services, what long-term care services cost, and what payment options (public and private) apply.

    Long-Term Care Long-Term Care
  • Whether you run a small individual business or one with 100s of employees, your financial decision making is intricately tied to the decisions you make about your business: how to manage it, how to grow it and, eventually, how to transition it in a tax-efficient way.

    Managing Your Business Managing Your Business

Services and Solutions

From funding IRAs to designing executive bonus plans to long-term care planning, Trilogy advisers have the tools and resources to help you make your next great financial decisions, making sure that as your advisers we are with you wherever your story takes you. Your relationship with your Trilogy adviser is the place to answer questions, engage tough problems and address the full-gamut of strategies available to you in order to help you reach financial independence.

As a full-service financial planning firm, Trilogy offers a complete suite of financial products and solutions. Because we are an independent company, we don't own or have an ownership interest in any of these products or services. This allows us to offer unbiased advice to our clients on the financial decisions that matter most to them.

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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.

The information provided is not intended as tax or legal advice, and it may not be relied on  for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice  from an independent professional advisor. The content is derived from sources believed to be accurate.  Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase  or sale of any security.NPC does not provide tax or legal advice.