Do Your Financial Risks Change Over Time?

Introducing Financial Advisor West Covina

In West Covina, California, a team of skilled financial advisors at Trilogy Financial Services, including Jeffrey Hackbarth, CFP®, Julie Foong, and Perry Johnson III, AIF®, is guiding clients toward financial prosperity with tailored investment strategies. These advisors, with their deep understanding of the local and broader financial markets, provide robust and insightful strategies to optimize investments. Their collective expertise offers a substantial advantage to clients looking to navigate the complex world of financial planning in West Covina.

Understanding the West Covina Financial Landscape

The financial landscape in West Covina, California, presents a range of investment opportunities, shaped by its unique economic factors. Trilogy Financial Services' advisors, such as Jeffrey Hackbarth, CFP®, place a strong emphasis on understanding these local market trends and their potential impact on investment choices. Their deep connection with the West Covina economy enables them to tailor their strategies effectively, ensuring they leverage local strengths to benefit their clients' financial objectives.Some of these Key Strategies and Insights from Trilogy Financial Advisors include Collaborative Strategy and Comprehensive Solutions:|

• Team-Based Approach: Highlighting a collaborative strategy, the West Covina office ensures clients benefit from the combined expertise of seasoned professionals.
• Personalized Financial Planning: The advisors offer custom solutions, taking into account each client's financial situation and objectives.
• Expert Management of Complex Financial Situations: The team's collective experience allows for effective management of a range of financial scenarios.

Tailored Investment Strategies

Each investor's journey is distinct, and advisors at Trilogy Financial Services recognize this. Jeffrey Hackbarth, with his extensive experience, illustrates the importance of creating investment plans that align with individual goals and life stages. From retirement planning to wealth management, their strategies are as unique as their clients.

Jeffrey Hackbarth, CFP®’s Expertise:

• Over 20 years of experience in wealth management and financial planning.
• Specialization in comprehensive wealth management, retirement planning, and family transition planning.
• Emphasis on building client trust through clear communication and personalized planning.

Risk Management Techniques

Effective risk management is a cornerstone of successful investing. Julie Foongi, known for her client-focused approach, underscores the significance of a well-diversified portfolio. By balancing risk and return, these advisors help clients navigate market volatility with confidence.

Julie Foong’s Approach:

• Combines creative financial planning with logical, goal-oriented strategies.
• Utilizes life insurance and managed investments as part of a holistic financial plan.
• Background in home loan consultancy, enriching her understanding of diverse financial needs.

Future-Proofing Your Investments

West Convia’s financial advisors are adept at adapting investment strategies to evolving market conditions and personal circumstances. Like Perry Johnson, they prioritize long-term sustainability, ensuring that clients' investments can withstand economic shifts and personal life changes.

Perry Johnson III, AIF®’s Methodology:

• Focuses on creating comprehensive and organized financial plans.
• Tailors strategies to encompass life goals and individual financial situations.
• Over 20 years of experience in the financial services industry, offering a holistic approach to planning.

Leveraging Technology for Investment Success

In today's digital age, technology plays a crucial role in investment management. Trilogy Financial Services utilizes advanced tools and platforms to provide clients with real-time insights and streamlined financial planning processes.

Conclusion

The advisors at Trilogy Financial Services in West Covina are committed to guiding clients through the complexities of investing. With personalized strategies, expert risk management, and sophisticated technology, they are equipped to help you achieve your financial goals. For those seeking to maximize their investments, consulting with these local experts is an invaluable step towards financial prosperity.

Ready to Amplify Your Wealth today?

If you're ready to elevate your financial planning with our professional team, we invite you to schedule a meeting with us. At Trilogy Financial Services, our advisors in West Covina are dedicated to crafting personalized financial strategies that align with your unique goals. Don't wait to start your journey towards financial success:

• Schedule a Meeting: Reach out to us to arrange a one-on-one consultation with our financial professionals.
• Give Us a Call: Prefer a quick conversation? Feel free to give us a call to discuss your financial needs and how we can assist. Call Us To Get Started. (844) 356-4934

Schedule a No-Strings-Attached Portfolio Review today and embark on a path to financial success guided by professional advisors. For more information and to schedule your consultation, visit www.trilogyfs.com/yourmoneyamplified. With the right knowledge and professional guidance, the journey of investing becomes an exciting venture towards achieving financial security and growth. This way, you're not just dreaming of an ideal retirement but actively working towards making it a reality.

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

In almost every journal entry I write, I include, “I am grateful for…” and list three to four items from my day that reminded me of how grateful I am. Just last night my wife of 10 years, laughed out at loud as she noticed, I had written, “Popcorn” as I enjoyed a bag in the last minutes of the evening after putting our young boys to bed. It is the little things that make life grand, right?

In light of the deep gratitude I experience on a daily basis, here are 8 financial planning action items I’m grateful for. I know my clients feel the same way because of the significant impact these ideas have over time:

1. Automatic monthly savings plans into investment accounts.

I am grateful because these plans create structure and commitment.

2. The proper 401(k) allocation.

I am grateful to help align risk, time frames, performance, and cost with the fund options available.

3. Roth IRAs and Roth 401(k)s.

I am grateful because we are in a historically low tax environment and Uncle Sam has already been paid.

4. Intentional and proactive communication with an Advisor.

I am grateful to help eliminate inefficiencies and “leaking out the back door” with surplus cash flow.

5. The right insurance solution.

I am grateful for financial reassurance.

6. An understanding of where my current savings rate ends up at the end of the road.

I am grateful when I can provide clarity to planning so that my clients know what they are actually saving for.

7. An outside, objective, fiduciary perspective.

I am grateful when a client calls asking about a refinance option, a car purchase, or stock options. Even though I don’t directly manage these decisions, they do have an impact on your financial plan.

8. Non-retirement investment accounts earmarked for future priorities.

I am grateful when clients can save and grow their money, yet still have access to their funds for that next down payment, big trip, or redoing the kitchen.

Yes, I am grateful for buttery popcorn, but more importantly, I am grateful for the motivation and trust of my clients and business partners.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, consult a qualified professional.