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Your Partner for Success

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Trilogy Group, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

Helpful Content

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

 

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Interest Rates: How Low Can They Go?

The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”

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