Many business owners simply don’t know they are already ‘sitting’ on a large check that they can’t deposit yet. As Vice President of Advanced Planning for Business at Trilogy Financial Services, Sean Covi’s efforts help them keep more of what their business already earns. His team will demonstrate it and recover the excess for the business. Savings often can be tens or hundreds of thousands of dollars.
Sean works with businesses and their tax planners to help them implement underutilized expense controls that strive to reduce tax and operational costs with an emphasis on improving profit and financial performance. The strategies he brings are often overlooked by CPAs because they are not directly accounting related, so many business owners don’t even know such tools exist. Sean partners with other financial professionals to do joint work in these specialty areas and ensure that his clients get the highest level of service.
With over two decades of experience with Trilogy and the financial industry, Sean is committed to educating his clients, both on the local and national level. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He holds his Series 7, 24, 51 and 63 Registrations with LPL Financial and also holds Life, Health and Long-Term Care Licenses.