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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Being healthy not only makes you feel good, it may also help you financially.
When considering life insurance, it's important to understand your options.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
With alternative investments, it’s critical to sort through the complexity.
It's easy to let investments accumulate like the junk in a junk drawer.
There are nearly 1,200 ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.