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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Building Your Legacy
A four-step framework for building a personal legacy.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
The uncertainties we face in retirement can erode our sense of confidence.
Ascertaining the value of your business is important for a variety of reasons.
Bonds may outperform stocks one year only to have stocks rebound the next.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
There’s a link between debt and stress.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
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 estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Are you ready for retirement? Here are five words you should consider.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.