CEO Forum Magazine Jeff Motske

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February 1, 2019
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“We all must work together for the client, connecting and collaborating to help solve their problems.” – Jeff Motske

Robert Reiss: Let's roll back to 1999. Talk about your vision for Trilogy.

Jeff Motske: I created the model that we use at Trilogy Financial, which is the combination of tax, financial and estate planning. In my previous life I was in the retirement planning space, but I knew there was more out there. I was working with my clients, and I recognized they had needs that we didn't service. So, I built a little network to better serve those needs, specifically tax and estate planning. Then I realized that a more comprehensive solution needed to be created, and the only way to realize this vision was to start my own firm…and that was the very beginning of Trilogy Financial. The way I look at it, tax, estate and financial planning may be in different lanes, but they're all on the same highway heading toward our clients' final destination. We all must work together for the client, connecting and collaborating to help solve their problems.

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May 29, 2018

Over the past century, life expectancy in the United States has dramatically increased, a fact that has profoundly impacted the financial security experienced during our golden years.

After World War II, the first generation of retirees were generally expected to live less than a decade after leaving the workforce. Now, the average American is living to be about 78.8 years old, and as a result retirement can last anywhere from 20 to 30 years, with some people spending more time retired than they did working.

That sort of longevity is wreaking havoc on the best of financial plans, particularly when combined with the rising costs of some of life’s most significant expenses.

Click here to read the full story.

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By Trilogy Financial
March 16, 2020

We have no doubt that the Coronavirus and the market volatility surrounding it have dominated your newsfeed of late. Naturally, this leads to questions and concerns about the market in general, and about how it impacts you specifically.

It is true that there are a lot of variables at play, a great majority of them out of your control. What is under your control is how you respond, or not. First and foremost, do not let fear guide your decisions. Market swings are inevitable. Long-term, goal-oriented investors understand the need to stay the course and, at times, do nothing at all. Dave Ramsey suggests the following, “Do not get off the roller coaster in the middle of the ride.”  Those who heeded this sound advice back in 2008 benefitted from the market rebound in 2009 and beyond.

Of course, our Financial Advisors are always available to address any specific concerns you may have and, if necessary, re-evaluate your financial plan. Clearly, times change. If your life, goals, or risk tolerance has changed, let’s sit down and make sure we are still on the best track for you to achieve financial independence.

Please know that Trilogy Financial remains committed to providing the resources you need to navigate through the uncertainty. Most importantly, rest assured knowing that this too shall pass and that you are not alone.

 

 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.  All investing involves risk including loss of principal. No strategy assures success or protects against loss.  The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

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