Enjoys music, sports, theatre & culinary events
Began his career in 1995 as a Financial Advisor
Enjoys spending time outdoors with his family
Resides and thrives in Denver, Colorado
Will video conference with clients to make it easier
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.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
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.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
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.