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.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
When to start? Should I continue to work? How can I maximize my benefit?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What kind of auto insurance should you have? Do you know?
There are common mistakes you can avoid when saving for retirement.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, covering how bond laddering works.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Are you ready for retirement? Here are five words you should consider.
Making the most of surprises is a great reason to work with us.