Our Firm

Trilogy Financial Planning offers independent financial management and advice in the following key areas:

  • Investment planning
  • Risk management
  • College funding
  • Retirement planning
  • Estate conservation.

Our services are designed to help you answer the following questions:  

  • How can I get more from my investments?
  • How can I reduce my exposure to risk?
  • How much money will I need to live comfortably in retirement?
  • Am I saving enough?
  • What is the best way to save for college?
  • How can I help reduce estate taxes and preserve more of my assets for my heirs?
  • Do I have the right amount of life insurance?