Financial Services
One stop. Many options.
Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.
A recent survey found that 61% of adults aged 50-plus are concerned they will not have enough money to support themselves during retirement.1 Additionally, 80% of households with older adults — or 47 million such households — are financially struggling or are at risk of falling into economic insecurity as they age.²
That’s where we come in.
We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to investment advice to preserving some of your assets — we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.
Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.
1 Donna Fuscaldo. AARP. May 13, 2024, "6 Financial Mistakes You'll Regret When You're Older." https://www.aarp.org/retirement/planning-for-retirement/info-2024/financial-mistakes-retirement.html#:~:text=A%EF%BB%BF%20recent%20AARP%20survey,their%20so%2Dcalled%20golden%20years. Accessed Oct. 7, 2024.
2 National Council on Aging. Aug. 30, 2024. "Addressing the Nation's Retirement Crisis: The 80%." https://www.ncoa.org/article/addressing-the-nations-retirement-crisis-the-80-percent-financially-struggling/. Accessed Oct. 7, 2024.
At Trilogy Wealth Management, we can offer you the following products and services:
(Click the images below to learn more about each service)
We can also refer you to professionals who provide the following services:
Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning
Insurance products are offered through the insurance business Trilogy Financial Group. Trilogy Wealth Management an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Trilogy Financial Group are not subject to Investment Adviser requirements. AEWM and Trilogy Financial Group are not affiliated companies. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Trilogy Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.
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