Financial Services
One stop. Many options.
Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.
According to a recent study, 64% of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.¹ Additionally, more than two-thirds (67%) of Americans say the nation faces a retirement crisis, and more than half (56%) are concerned that they won't be able to achieve a financially secure retirement.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 protecting 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 Greenwald Research. SOA Research Institute. February 2022. "2021 Retirement Risk Survey." https://www.soa.org/48fd8a/globalassets/assets/files/resources/research-report/2021/risks-retirement-findings.pdf. Accessed Aug. 17, 2022.
² Tyler Bond, Dan Doonan, Kelly Kenneally. The National Institute on Retirement Security. February 2021. "Retirement Insecurity 2021: Americans' View of Retirement." https://www.nirsonline.org/wp-content/uploads/2021/02/FINAL-Retirement-Insecurity-2021-.pdf. Accessed Aug. 17, 2022.
At Trilogy Financial Group, 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
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to grow your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions.
Insurance products are offered through the insurance business Trilogy Financial Group. Trilogy Financial Group is also 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 Advisor requirements.
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