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- Trilogy Financial Services, Inc.
Trilogy Financial Services, Inc.
Trilogy is a financial services firm that specializes in 401(k) & retirement planning, wealth & asset management, investment strategies, tax strategies, estate planning strategies, college & education planning, and insurance services. We don’t just invest, we coach. Every day, with every piece of advice, we empower our clients to live wealthy. Our clients know that they have not just one Advisor, but a team behind them because collaborative and fresh ideas are the key to giving our clients the best guidance. Our Financial Advisor teams prioritize relationships and place you at the center of everything we do – always coaching our clients towards their real-life goals.
Purpose
One Trilogy aligns the individuals, teams, and departments around a common vision for success. We have built an environment that empowers our team and clients to reach financial freedom. We are more than a financial advisory firm, we’re Life Planners. We care, we give, we’re proactive and we support our clients’ lives holistically for generations. Together we will coach and build great financial Life Plans for people across America. Let’s leave a legacy.
Vision
We are building a company that will revolutionize the industry by helping the underserved mass affluent market achieve a dignified retirement.
Our investments in people and processes set us up well for the future. We designed our team-based advisor model to optimize generational wealth planning. With a service vision of: “Be wise. Be compassionate. Be inspiring,” we strive to be an industry-leading hybrid platform.
Please see our full service vision below:
Together, we established our new Service Vision:
"Be a Wonderful part of their day!"
The Supporting pillars for our Service Vision are:
- Be Wise
- Be Compassionate
- Be Inspiring
Our corporate vision remains focused on One Trilogy.
The One Trilogy corporate vision guides our decisions today to inform our future vision. ONE TRILOGY = One Purpose. One Experience. One Plan.
- One Purpose (the Why): One Trilogy aligns the individuals, teams, and departments around a common vision for success.
- One Experience (the How): One Trilogy defines how we operate culturally - same goal, same language, same processes - always delivering a consistent client experience.
- One Plan (the Execution): One Trilogy provides a robust, centralized platform for exponential growth.
Our investments in people and processes set us up well for the future. We designed our team-based advisor model to optimize generational wealth planning. With a service vision of: “Be wise. Be compassionate. Be inspiring,” we strive to be an industry-leading hybrid platform.
Please see our full service vision below:
Together, we established our new Service Vision:
"Be a Wonderful part of their day!"
The Supporting pillars for our Service Vision are:
- Be Wise
- Be Compassionate
- Be Inspiring
Our corporate vision remains focused on One Trilogy.
The One Trilogy corporate vision guides our decisions today to inform our future vision. ONE TRILOGY = One Purpose. One Experience. One Plan.
- One Purpose (the Why): One Trilogy aligns the individuals, teams, and departments around a common vision for success.
- One Experience (the How): One Trilogy defines how we operate culturally - same goal, same language, same processes - always delivering a consistent client experience.
- One Plan (the Execution): One Trilogy provides a robust, centralized platform for exponential growth.
Mission
Helping motivated Americans build financial independence.
Additional Culture Details
Fostering Top Talent & a Family-Oriented Culture
This is personal to us. We filter each interaction through the heart and care about the success of our team and our clients as if they were family.
We are ONE TRILOGY!
ONE TRILOGY is our internal cultural mindset – it’s who we are and what drives us. ONE TRILOGY is the lens we look through to make our decisions. ONE TRILOGY empowers employees to work at their highest and best use of time. ONE TRILOGY focuses our direction and provides joyful accountability.
Our ONE TRILOGY PaTCH embodies our ONE TRILOGY culture, core values and keeps us rowing in the same direction.
This is personal to us. We filter each interaction through the heart and care about the success of our team and our clients as if they were family.
We are ONE TRILOGY!
ONE TRILOGY is our internal cultural mindset – it’s who we are and what drives us. ONE TRILOGY is the lens we look through to make our decisions. ONE TRILOGY empowers employees to work at their highest and best use of time. ONE TRILOGY focuses our direction and provides joyful accountability.
Our ONE TRILOGY PaTCH embodies our ONE TRILOGY culture, core values and keeps us rowing in the same direction.
Values
- PaTCH Core Values
- ONE TRILOGY PaTCH
The PATCH embodies our ONE TRILOGY culture, core values and keeps us rowing in the same direction.
THE PATCH ISN'T JUST AN ACRONYM, IT’S JOYFUL ACCOUNTABILITY.
Every employee strives to embody the PATCH Values and considers them daily when working together, serving our clients and planning for the future.
Recent Awards
Company Snapshots
