Here are six reasons to work with a financial professional no matter what life stage you're in. Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices? This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
Services
At Trilogy Financial Planning, our mission is that everyone we meet has a plan, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. We are committed to the follow through that your plan can lead you to retirement and ultimate freedom.
In the past 18 years, I have committed my career to educate my clients and bridge their working lives to a retirement life with anticipation of what was next for them, rather than apprehension. The process of getting to know their objectives, concerns and discuss the risks ahead has brought me most joy.
In 2002, she received her Bachelors in Business Administration in Business from The University of Texas at San Antonio. She believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with Erika is her ability to provide clear, easily understood explanations of financial products and services.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Reviews (4)
Marsha Kelly
Apr 23, 2021
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Ms. Marin has been my financial planner since 2007. Her expertise in her field is invaluable. She was a valuable tool through my retirement, and continues to guide me in my leisure years. Professional, but with a personal touch, she puts you at ease about your financial concerns, presenting various options. She is extremely easy to reach and responds promptly. I would highly recommend her services. You will not be disappointed.
Adrienne Hirales
Mar 22, 2021
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Positive: Professionalism, Quality, Responsiveness
Mrs. Erika Marin is very knowledgeable in financial and retirement planning. She provides excellent updated communication with her clients about their portfolios. When it comes to dealing with my financial issues, it is always a pleasure conversing and working with Mrs. Marin.
Mrs. Erika Marin is very knowledgeable in financial and retirement planning. She provides excellent updated communication with her clients about their portfolios. When it comes to dealing with my financial issues, it is always a pleasure conversing and working with Mrs. Marin.
John Kelly
Mar 22, 2021
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I have been associated with Ms. Marin since 2011, as a client. She has helped me to not only grow my portfolio, but to help me to understand the basics of investing for my needs and the future. She always responds to my calls in a timely and professional manner. We discuss what has been happening to my accounts, and our always able to make investment changes that best fit my goals and the changing investment world. Ms. Marin is knowledgeable, courteous and easy to work with. I would highly recommend her to anyone looking to make intelligent and rewarding investments.
Carlos Jesurun
Mar 17, 2021
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I have been working with Ms. Erika Marin for the past 11 years through ups and downs in the financial markets and have always come out ahead! Her availability and openness is remarkable for a financial planner nowadays. She has provided me with many different opportunities/options without pressure. I have found Ms. Marin to understand and represent my interests quite well. One word-so important describes our relationship-Trust.
It is without hesitation that I recommend Ms. Marin to all my friends.
It is without hesitation that I recommend Ms. Marin to all my friends.
