Here are six reasons to work with a financial professional no matter what life stage you're in. Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices? This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
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Our Mission Statement
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At Trilogy Financial Planning, our mission is that everyone we meet has a plan, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. We are committed to the follow through that your plan can lead you to retirement and ultimate freedom.
Meet Erika Marin
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In the past 18 years, I have committed my career to educate my clients and bridge their working lives to a retirement life with anticipation of what was next for them, rather than apprehension. The process of getting to know their objectives, concerns and discuss the risks ahead has brought me most joy.
Our Qualifications
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In 2002, she received her Bachelors in Business Administration in Business from The University of Texas at San Antonio. She believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with Erika is her ability to provide clear, easily understood explanations of financial products and services.
About LPL Financial
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LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Articles
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We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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