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.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Try these activities to keep your brain sharp.
Calculating your potential Social Security benefit is a three-step process.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Knowing your options when a CD matures can help you make a sound investment decision.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What are your options for investing in emerging markets?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What if instead of buying that home, you invested that money?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.