We are a team of Certified Financial Planner professionals, working together for you. Only Certified Financial Planner professionals have met the standards needed to achieve the CFP certification. Because your Wealth Planning needs are complex, we bring a team of experts - each with their own area of focus - to you.
Unlike most financial firms, at Trilogy we all work for you. We're an independent firm, which means we are not affiliated with the big Wall Street investment banks. We have the freedom to structure our business in a way that best benefits our clients. Our team has chosen to align with Cambridge Investment Research, Inc. headquartered in Fairfield, Iowa.
Unlike most financial firms, at Trilogy we all work for you. We're an independent firm, which means we are not affiliated with the big Wall Street investment banks. We have the freedom to structure our business in a way that best benefits our clients. Our team has chosen to align with Cambridge Investment Research, Inc. headquartered in Fairfield, Iowa.
Services
According to popular definition, a "Trilogy" is a series of three related items that together create a complete work of art. While you might not consider our Wealth Management Process to be "art" in the traditional sense, we feel that the same qualities go into our work: technical knowledge, years of experience, quality tools, and a passionate commitment to excellence.
We will build multiple plans for you based on where you are today and where you want to be in the future. Your plan will have priorities and we can' t tackle them all at once. When appropriate, we will help you partner with legal, accounting and other professionals that best fit your needs. We'll be regularly updating your plan and meeting with you to discuss any bumps in the road and how to adjust to changing conditions.
Your financial plan is built in our powerful and interactive software tool eMoney. You will have your own secure web-based portal which together we will use to model multiple plan scenarios, share documents, and track your goals. Account Aggregation - you can connect all of your accounts for a consolidated view of your financial picture.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer Member FINRA/SIPC and Investment Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Trilogy Wealth Advisors and Cambridge Investment Research, Inc. are not affiliated companies.
MAY BE FALSE: Many people make their retirement plans with the assumption that they'll fall into a lower tax bracket once they retire. But that's not often the case, for three reasons. 1. Retirees typically no longer have all of the tax deductions they once did. Their homes are paid off or close to it, so there's no mortgage interest deduction.
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