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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Understanding how a stock works is key to understanding your investments.
It's important to make sure your retirement strategy anticipates health-care expenses.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are hundreds of ETFs available. Should you invest in them?
With alternative investments, it’s critical to sort through the complexity.
$1 million in a diversified portfolio could help finance part of your retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?