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.
Rightsizing for Retirement
What does your home really cost?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Technology tips to make your next trip even better.
It's important to make sure your retirement strategy anticipates health-care expenses.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here’s a guide to explain all the parts of Medicare.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The importance of life insurance, how it works, and how much coverage you need.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here’s a crash course on saving for college.