We Have the Know-How You Need to Create a Personalized Financial Strategy
Our Financial Professionals know all areas of finances. However, they aren’t “Jack of All Trades, Master of None.” They have expertise in specific areas they enjoy working in and backgrounds that lend themselves to the kind of experience you can only get hands-on. So no matter where you are in your financial journey, we have an Advisor who can relate and make recommendations to create a custom financial Life Plan that will take you from where you are now to where you want to go.
At Trilogy, we help everyday Americans navigate financial challenges as they arise. In our Huntington Beach office, we have a team of financial professionals who specialize in all areas of financial planning, including:
It may seem a long way down the road, but you may need a caregiver or assisted living at some point in your long life. We can help you plan financially for long term care. Read more in our blog.
Creating an estate plan for those you leave behind can help reduce stress at a difficult time. We can help with legacy planning and gifting strategies. Read more in our blog.
Enjoying a financially comfortable retirement requires planning. We can help with a strategy for where you are now and where you want to be in the future. Read more in our blog.
Plus much more.
With Trilogy, you don’t just have an Advisor; you have a whole team in your corner.
Our experts consist of fiduciaries with multiple CFP’s. They are specialists in planning techniques, planning software and bring decades of experience in advanced protection planning. Their distinctive abilities enable us to give you customized guidance — coaches that will move toward achieving your real-life goals.
Our Huntington Beach location features a strong leadership team that includes:
Jeff Motske – is the co-founder of Trilogy Financial and committed to helping people reach financial independence. Early in his career, Jeff recognized that much of the financial industry is disconnected most from Americans’ real-life, everyday issues. In 1999, he partnered with Kevin Mackintosh to form Trilogy Financial to bring together financial, tax and estate planning for people at all income levels. He later spearheaded the creation of Trilogy Capital, an RIA asset management firm that provides investment solutions.
Through his book, “The Couple’s Guide to Financial Compatibility,” and his podcast, “The Jeff Motske Show,” Jeff provides real financial planning advice to real people and has been featured in several national publications, including the Wall Street Journal, USA Today, Kiplinger, Business Insider, Forbes and CEO Forum Magazine. Follow him on Twitter @JeffMotske
Cary Boring – has nearly two decades of experience with Trilogy and in the financial industry. He specializes in complete fee-based planning with an emphasis on distribution and estate strategies. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. Cary also holds his Series 7 and 63 Registrations with LPL Financial and a Life and Long Term Care License.
David Huisinga – joined Trilogy Financial in 2002 as a Financial Advisor and later helped open the Trilogy office in Corona, California. He has a deep understanding of the Social Security system and frequently holds workshops to help people grasp the options and benefits available to them. He has distinguished himself as one of the company’s most productive and diligent executives, earning him a top spot for the past 17 years in Trilogy’s prestigious Baker’s Dozen Award.*
Thomas Walden – believes in making sure his clients receive truly customized advice and strategies to help position them for financial progress. His active asset management, fee-based advisory services, and relationships with legal, business, and tax advisors help facilitate wealth accumulation strategies, asset preservation, and wealth transfer for individuals and families. He advises on current asset allocations and techniques to generate streams of income for an independent retirement along with tax-efficient exit strategies. Thomas has consistently been one of the top 13 investment advisors since the company’s inception.*
*The Baker’s Dozen is an award given to the top 13 advisors for the year based on total weighted production.
Let’s Build a Strong Financial Future – Together
Financial independence is all about accumulating wealth and protecting it so you can enjoy your life at every stage. Let’s create the future you desire and deserve.
Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR’s) for Trilogy Capital Inc. (TC). Some IAR’s of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.
