Investment & Financial Management Services - Trilogy Financial

Many Americans spend more hours than they’d like managing necessary financial components of life while balancing caring for a family, performing at work and enjoying time with loved ones. Despite working hard to try to strike a perfect balance, financial...

“I won’t be here to spend the life insurance benefit.”
Sure, one of the most popular reasons for buying life insurance is ensuring your family’s financial security after your homegoing. But the truth is, life insurance has many living benefits, too. Some term life insurance policies allow you to access a...

In the heart of a bustling town, Ernesto “Peanut” Folks stood as the owner of an auto body repair shop, where years of hard work and dedication had woven into the very fabric of his business. His vision for the future was crystal clear—passing the torch...

The pandemic’s economic disruption altered people’s views on a wide range of money topics—from the feeling of financial insecurity to the extra burden of debt, to how best to protect their loved ones, physically and financially. People’s interest in...