family and money

How To Pick A Fiduciary Advisor

On this week's podcast, Jeff discusses 529 plans for multiple children.  Learn how to prepare for raising a child with special needs, plus Trilogy Financial Wealth Advisor, Matthew Phillips joins Jeff in the studio.

If you have financial questions, email us: play@trilogyfs.com  Remember to subscribe to the podcast. Thanks for listening.

 

Get Started on Your Financial Life Plan Today