Wealth Planning

Client Services Menu

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Client Services Menu   Wealth Planning & Management Services (Peace of Mind Wealth Planning Process) Hourly  OR Asset-based fee using no-load, no-commission assets Generally best for those in need of long-term and comprehensive wealth planning advice.  Guideline: $100,000 or more of investment assets.  Pricing varies according to complexity and volume of assets under management. If You Need: On-going and/or multi-disciplinary advice and guidance desired. _________________________________________________________________________________________________________ Brokerage...

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Trilogy Policy Performance Management

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Trilogy Policy Performance Management   “The vast majority of life insurance policies funding trusts are not performing as originally projected.” – Pennsylvania Bar Association CE Credit Course Textbook on trust owned life insurance – 12/7/2003.   “A 1998 study showed that in 75% of trust policies that were at least 5 years old, the death benefit could be increased by 40% without any increase of premium.” – Trust & Estates Magazine, May 2003.   The Uniform Prudent Investors Act (UPIA) provides guidelines for trustees and is a valuable resource for measuring...

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer Member FINRA/SIPC and Investment Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor.  Trilogy Wealth Advisors and Cambridge Investment Research, Inc. are not affiliated companies.

This communication is strictly intended for individuals residing in the states of  CA, CO, FL, GA, IL, IN, KS, KY, MI, MO, NC, NY, OH, PA, SC, TX, VA, WV.  No offers may be made or accepted from any resident outside the specific states referenced.