Trilogy Financial takes the stress out of financial planning. We are process oriented, providing exceptional outcomes in the wealth management space.
Trilogy Financial takes the stress out of financial planning.
We are process oriented, providing exceptional outcomes in the wealth management space.
We deliver what we say we’re going to deliver. And we have a lot of fun doing it.
Our Trilogy of expertise includes:
Wealth Management
Our wealth management services are process-driven, rooted in proven tactical solutions.
Investment Advisory Services
- Provide high-quality investment services and products.
- Build and monitor diversified portfolios.
- Develop objective, personalized plans.
- Focus on long-term results.
Trust Services and Partnerships
- Provide continuity of stewardship that can last multiple generations.
- Preserve family harmony when carrying out your intentions.
- Carry out detailed record-keeping and accounting.
- Calculate taxes and file returns.
Estate Planning
- Work hand and hand with your estate attorney to develop and maintain an estate plan.
- Reduce or eliminate gift, estate, and inheritance taxes for your heirs.*
- Protect your estate from mismanagement or from claims of creditors or ex-spouses.
- Leave the legacy you want, such as paying for your grandchildren’s education or giving to your favorite charitable causes.
*Financial Advisor and Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.
Online Access
- Comprehensive monthly statements.
- Performance reporting.
- Account access on a secure website.
- Current account balances on your investment holdings.
- Detailed transaction records on all accounts.
Corporate Retirement Plans
Our dedicated Retirement Plan Specialists create strategies designed to evolve with your business, to help ensure you have the best service, education, cost, and technology when it comes to your Retirement Plan. We strive to provide every plan sponsor with the best potential value, while building a retirement plan that gives employees successful retirement outcomes.
Dedicated Service
- Dedicated servicing advisor
- Dedicated service representative within all major providers
- Periodic plan health review
- Partner with 15+ largest recordkeeper and Third-Party Administrator shops
Education
- Dedicated education contact for employees
- Customized Educational content with promotion to employees
- Account Consolidation assistance
- Recordkeeper and Third-Party Administrator platform training
Compliance
- Investment monitoring
- Periodic cost benchmarking
- Year-end compliance assistance
- Audit-Level Support
Market and Legislative Commentary
- Timely market updates
- Timely legislative updates
- Regulatory Updates to Plan Documents
Insurance
Insurance is an effective way to protect the life you've worked hard to build, and to give you and your family more financial flexibility.
Life Insurance Planning
A guaranteed payout* when you pass away, and if it's permanent life insurance, more financial flexibility throughout your life, even in retirement.
*Unless you cancel or stop paying your premiums.
Long-Term Care Planning
A comprehensive plan that will help you pay for care if a chronic illness or injury prevents you from properly caring for yourself, no matter your age.
Disability Insurance Planning
Designed to protect your income by replacing a portion of your paycheck if you're ever too sick or injured to work.
Income Annuities
Guaranteed additional income stream at retirement that you can never outlive.
Employee Benefits
- Group health insurance*
- Group life insurance
- Group disability income planning
- Group dental insurance*
- Group vision insurance*
- Group long-term care planning
- Flexible spending accounts
- Qualified retirement plans such as SEP IRA or 401(k) plans
*Group health insurance benefits, group dental insurance, and group vision insurance are offered through an independently owned and operated company which offers access to comprehensive employee benefit services and is not affiliated with, nor a subsidiary of the Northwestern Mutual Life Insurance Company.
Executive Benefits
Strong executive benefit packages attract key employees – who will contribute to your growth and profitability – and are an efficient way to provide additional and customizable compensation. Some creative examples include:
- A supplemental executive retirement plan that allows you to pay additional income to yourself or key employees in the future, typically in retirement.
- An executive deferred compensation plan that allows you or your key employees to forego receipt of a portion of current income until later, typically in retirement.
- Bonus plans that provide you or your key employees with additional income that can be used to purchase insurance, annuities, or investment products.