| Advisor Profile |
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| Name: |
Tom Elkins |
| Phone Number: |
(650) 425-7145 |
| Website: |
Visit Website
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| Disclaimer |
| Securities offered through National Planning Corporation(NPC). Member FINRA/SIPC. Advisory services offered through NPC, a Registered Investment Adviser. Trilogy and NPC are separate entities. |
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Business Description |
Trilogy Financial Services, Inc. advises families, individuals and businesses, guiding wealth with prudent planning and years of collective wisdom and experience. Founded in 1999 by President Jeff Motske, CFP® and Executive Vice President Kevin Mackintosh, Trilogy has grown every year due to their unsurpassed trust and integrity with their loyal clientele.
Trilogy’s experienced and forward thinking advisors are kept up to date with the latest financial trends, utilizing state of the art technology so that they can provide every client with major expertise and personalized service and care. Trilogy takes pride in providing unbiased, objective guidance, assisting clients in achieving their most worthwhile financial goals, from generation to generation.
Tom Elkins is Trilogy Boston’s Regional Vice President. Tom’s commitment to thinking holistically and creatively has allowed him to help his clients work towards their financial goals and is what sets him apart. He is attracted to the energy of those who shape our world and future such as business owners and entrepreneurs. Tom is dedicated to helping clients achieve financial success through values-driven investment plans. Tom is a former educator and thrives in his role as a financial mentor. He has provided national radio commentary focusing on repairing corporate retirement plans, educating small business owners and guiding individuals and families through all stages of their financial lives. |
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General Information |
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| Name of Broker/Dealer: |
National Planning Corporation
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| States Licensed in: |
MA,CO,NY,NJ,NH,FL,LA,WI
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| Years of Experience in Financial Services: |
10
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| Number of Years with Current Firm: |
10
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Services |
| Investment Types: |
Written Financial Plans, Stocks, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Insurance, Annuities, Bonds, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Securities Licenses: |
Series 24, Series 6, Series 7, Series 63, Series 66
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| Insurance and Annuity Licenses: |
Living Benefits, Health, Annuity, Life, Variable Life, Long Term Care, Variable Annuity
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$25,000 and up
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| Compensation Methods: |
Based on Assets, Hourly, Flat Fee, Commissions
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| Prepared By: |
Tom Elkins |
Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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Licenses: Registered Principal (series 24), Investment Advisor Representative (series 66) with National Planning Corporation (NPC), series 7, 63, long term care, life and health insurance licenses.
Education: City University of New York-College of Staten Island, Dowling College |
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What is your approach to financial planning? |
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Our approach to financial planning is to look at the whole picture which includes investment, estate and tax planning. We are committed to knowing how each piece of the puzzle fits together before making any decisions. Since Trilogy does not own or have any ownership interest in any financial or insurance products we will provide you with objective guidance. |
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What services do you offer? |
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Trilogy provides families, individuals and business with:
Financial Planning: Retirement, Investments, Annuities, Real Estate, Third Party Asset, Management, Insurance, Personal Returns, Living Trusts, Wills, Estate Tax Planning, Gift Trusts
Business Planning: 401(k), Profit Sharing Plans, SEP, Defined Benefit, Business Returns, Business Consulting |
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Will you be the only person working with me? |
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At Trilogy we work as a team and have experts in all areas of financial planning. |
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How are you compensated? How will I pay for your services? |
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The initial consultation is free. After that we can be compensated in several different ways: fee for service, assets under management and hourly. We will discuss these options up front and will allow the clients to choose which options best suits their needs. |
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How much risk should I be willing to take? |
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That depends on the individual person and situation. We will explore your goals and time horizon, before we map out an action plan. |
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Have you ever been charged with any breaches? |
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No, I have a clean record. |
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What financial institution(s) do you represent? |
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We are an independent firm, we will utilize whatever financial tools and products that are best for our clients. |
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Do you provide a free initial consultation? |
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How many years of experience do you have? |
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