Happy Spring Everyone! Enclosed is an audio podcast we hope you enjoy. Tom discusses the first quarter of 2015 investment results and some thoughts about what we might expect going forward. Steve and Jill review the basic requirements for IRA holders once they turn 70 1/2 and must begin taking Required Minimum Distributions from their accounts. We hope you enjoy listening to the podcast and welcome any comments, questions, or future topics you might find helpful. Disclosure: Please remember that discussions on the podcast are not to be taken as specific investment advice. Always consult with...

According to popular definition, a “Trilogy” is a series of three related items that together create a complete work of art.
Trilogy Wealth Advisors is a culmination of many years of experience in personal wealth advisory services and the coming together of our three Managing Partners – Tom Hofbauer, Jill Powers, and Steve Hess – each with a different set of professional financial skills, that when combined, create a positive and professional planning experience for our clients. And while you might not consider our Peace of Mind Wealth Management Process to be “art” in the traditional sense, we feel that the same qualities go into our work: technical knowledge, years of experience, quality tools, and a passionate commitment to excellence.

IRA Rollover Northwest Ohio