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.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Money Draining Food Myths
These food myths will really put a drain on your wallet.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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 estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
A special needs trust helps care for a special needs child when you’re gone.
There are hundreds of ETFs available. Should you invest in them?
What is your plan for health care during retirement?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.