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.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are five facts about Social Security that might surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Are you ready for retirement? Here are five words you should consider.
There are hundreds of ETFs available. Should you invest in them?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.