- Tax Planning
- Roth IRAThere are many different types of retirement plans that can fit into your wealth & asset management plan, including a 401(k) plan, Roth IRA plan and SEP IRA plan. Ask your Financial Advisor which is right for you and your goals.
- Income TaxContributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 1/2 may result in a 10% IRS penalty tax in addition to current income tax.
- Investment ManagementWe created this interactive tool to help you identify common approaches to financial, budget, retirement and investment planning in your current life stage.
- Mutual FundsRaised in California with Midwestern roots, Jeff attended Vanguard University on a baseball scholarship, where he majored in Business Administration. He got a job straight out of college with a small mutual fund company doing retirement planning.
- Bonds
- Wealth ManagementWe’ll coach you through a retirement plan that’s supported by your wealth management plan so you can feel confident in retirement.
- Financial PlanningMeet the group that is leading Trilogy Financial team members on our mission to provide comprehensive financial planning services to people across America.
- Retirement PlanningPlanning your retirement strategy is important but not something to stress over. If you’ve already started saving, one of our certified financial planners can help you optimize your savings, investing and risk approach so you can live the retirement life you dream. However, if you haven’t started planning for retirement yet, there’s no better day than today!
- Annuities
- Long Term CareLiving Trust, Living Trust, Living Trust! It is all too common for families to not complete the proper paperwork so that their loved ones can be taken care of and keep the courts away from your hard-earned savings. Don’t let that happen to you or your family – plan it out in advance to mitigate unexpected risks due to divorce, an untimely death, disability or long-term care costs.
- Asset ManagementYour Trilogy Financial Advisor is committed to coaching you through a plan tailored to your investment and risk appetite, desired asset allocation and diversification, and what types of investment vehicles are best suited for your goals. We will empower you to make your own decision or coach you through your journey.
- Living Trusts
- Gifting Strategies
- College Funding