Print Posted on 08/08/2017 in Financial Planning

Financial Decisions are our Business: Trilogy Financial

Financial Decisions are our Business: Trilogy Financial

Let’s face it. You can buy investments anywhere. So why hire a Trilogy advisor?

With our DecisionCoach process, we can help you get clarity on your highest priorities and then organize a decision plan to carve your path to financial success. It’s never just about the investments. It’s about YOU the investor. At Trilogy, it’s personal.

Every financial planning prospect comes to us with two competing storylines:

  1. The one they think they are living.
  2. The one their money is actually living.

Both have grains of truth, but the job of our advisors is to move beyond the illusions and get down to the truth.

At Trilogy Financial, our goal is to improve the financial decision making process of our clients. This requires us to manage the intersection between our clients’ intentions and their financial actions.

At the end of the day, this work is not about us, it’s not about Trilogy Financial. Our work, our mission and vision, is about our ability to support and empower the success of our clients.


Jeff Motske, CFP® Founder and CEO

Since 1999, Jeff and the Trilogy Financial team have been been helping the financially-conscious sort through the fog of investments, insurance and personal finance. We invite you to experience the Trilogy Difference.


As Seen in Kiplinger's Personal Finance


Trilogy Financial

101 University Blvd., Suite 450

Denver, CO 80206

(303) 242-8950 | yourfinancialstory.com



Advisory services provided by TrilogyCapital, Inc,. a Registered Investment Adviser. Separate advisory and securities services may be provided by National Planning Corporation (NPC), a SEC Registered Investment Adviser and broker-dealer. Member FINRA and SIPC. Certain registered representative with NPC are doing business under the name of Trilogy Financial. TrilogyCapital, Inc. and Trilogy Financial are affiliated by common ownership and are separate and unrelated to NPC. Please consult with your representative to confirm, on which company’s behalf services are being provided.

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