Joseph Roessler Powered by Trilogy Financial Corona

WE are ready to help! In the truest sense of the word. WE look forward to hearing from you... #helping #lifeplanners #collaboration

Planning is key. Stay in the now. Your welcome! #planning #taxbenefits #homeowners

Protecting your family and wealth should never be a second priority; plan ahead. #estateplan #livingtrust #avoidprobate

I am in charge of the houseplants in my marriage and a believer in the outcome... #stressrelease #positivedistraction #oxygentherapy

Happy New Year all! Let's make sure you have a plan... #2021planning #2021goals #2021resolutions

You'll want to map out a defined plan of action, a financial "to do" list if you may. Take a listen... #goals #retirement #dignity #moneymanagement

What are you waiting for? Get the guidance you have been seeking, and in some cases, completely unaware of. Talk with a professional today... #financialcoach #retirement #taxplanning #riskmanagement

How can you take care of others if you do not take care of yourself first? #prioritize #commitment #selfdiscipline

We realize how confusing and distorted at times communication can be. We strive to be a constant resource for our client family. #ppploanforgiveness #stimulus2020 #SBA

Risk Management is an important part of a sound financial plan. Make sure the foundation to your plan is in place to protect your family, business or wealth against an unexpected health event or loss. #livingbenefitriders #foundation #lifeinsurance #riskmanagement #acceleratedbenefitsriders

Procrastination, misinformation & emotion, just to name a few, can wreak havoc on your retirement plan and enjoying it with dignity! Time is of the essence, don't delay... #plannow #planahead #beconcise #donotprocrastinate

Taking care of yourself, mind, body and spirit are an essential part of living your best life. Take care out there...#excercise #therapy #hobbies #religion #selfawareness #optimism

One statistic reports that 38% of American's do not save for retirement. What are you thinking? Well it is never too late to start and Catch-up Contributions can help... #catchupcontributions #retirementsavings #fiftyandolder

Life can be unpredictable. Practice the wisdom of knowing when to walk away. Carve your own path... #wisdom #carveyourpath #financialplanning

When you work with a financial professional, you should have a plan, with no gaps, reviewed regularly for objective accuracy that's aligned with your goals as your situation evolves. Is this you? If not, let's start the conversation... #yourfinancialplan #nogaps #retirement #evolvinggoals

Scheduling your day and priorities are vital when working from home. Have a checklist for the checklist! #workingremotely #checklist #prioritizeyourday #takeabreak

How to help pay for your children's college tax free? Take a listen as we break down a couple options for you. #529plan #coverdelleducationsavingsaccount #planningforcollege

You better believe it! #staythecourse #keepemotionsoutofit #stayfocused

Tax deferred vs. tax free: Things to consider for your long term financial and retirement planning strategy. #taxdeferred #taxfree #retirementplanning

Use objective vs. subjective perspectives in your decision making. It will make all the difference I assure you... #trilogyfinancial #trilogypodcast #nohysteriaallowed