Building Wealth requires planning

Planning Your Future

It's one of the most important things we can do, but it's also the most overlooked. Here at Trilogy Financial Solutions, LLC we'll help you accomplish your future financial goals every step of the way. Don't worry, we've got you.

Imagine yourself debt-free.  How would your life be different?  Are there things you've always wanted to do but just couldn't afford to? Are you ready to make a change?  Let us help!

Are you tired of living paycheck-to-paycheck and worrying about money? Tired of constantly arguing with your spouse about money issues? Facing seemingly insurmountable debt or thinking about bankruptcy? Is a foreclosure pending? Let us help!

OR. . .

Do you have very few debts and a good income, but just no plan for the future? Are you concerned about having enough money for retirement? Haven't done much planning at all? Let us help!

OR. . .

Have you already started investing for retirement, or maybe your children's college, but are confused about all the investment options and don't know what you should do? Do you have a 401(k) from a former employer that you'd like to roll over into an IRA, or maybe an existing IRA that you'd like to get better direction about? Let us help!

Trilogy Financial Solutions, LLC

P.O. Box 3033

Oklahoma City, OK   73101-3033

Trilogy Financial Solutions is an Investment Advisor registered with the Oklahoma Department of Securities, and cannot provide investment advisory services to residents of other states unless registered or meets de minimis exemptions in that state.   Contact us for further information if applicable.

The Firm's President, Michael Freeman, is a Registered Investment Adviser Representative with the Oklahoma Department of Securities and a Financial Counselor trained and certified by Dave Ramsey and the Lampo Group, Inc.