Loves visiting his children & grandchildren
Likes taking RV trips with his wife
Been with Trilogy since 2006
Will video conference with clients to make it easier
As a Wealth Advisor with Trilogy Financial, Thurman Schisler helps his clients develop a process-driven, systematic approach to financial planning. This includes coordinating investment, tax and estate planning strategies towards client-defined goals. Thurman believes that getting out of debt and following a plan is the best method for attaining long-term financial success. His diverse and varied background, with careers in the military and the restaurant industry, have helped Thurman develop a goal-oriented approach that he uses to assist and advise his clients.
Thurman has been with Trilogy Financial since 2006. Through Trilogy Capital Inc., he is an Investment Advisor Representative and holds the series 65 registration. He also holds the series 6, 7, 24, and 63 registrations through LPL Financial and also holds California State Insurance License for Life, Health, Annuity and Long-Term Care. In his free time, Thurman enjoys fishing and taking RV trips with his wife, Linda, to visit their children and grandchildren.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.