We work with primarily three types of clients. First are those facing a financial crisis of some sort. We not only help them deal with the crisis, but the underlying issues that got them to the crisis in the first place. Our second type of client are those who are out of debt, or almost so, and need strategies for planning for retirement or college funding. Some of these clients are already in retirement and are looking for the best way to manage their funds so their savings will last! As a Registered Investment Adviser, Trilogy Financial Solutions can help in determining your best strategy for investing, and in setting up and managing those accounts.
The third type of client we help are those "in the middle." They're not in a crisis (and want to plan diligently to stay away from one) but they're still encumbered with debt and not yet in a position to win financially. They don't really have a clear plan for their future and, as a result, feel like they're in financial limbo!
Trilogy Financial Solutions, LLC is a fee-only Investment Adviser and financial coaching and counseling firm committed to providing prudent strategies for getting out of debt and building wealth for the future. Our services are always tailored to your unique needs. If you're struggling financially, or if you're doing well, Trilogy Financial Solutions can help you do better! We will show you how to WIN with money! We will work with you on all aspects of your financial situation, including debt, savings, insurance*, retirement, and estate planning*. Our fee-only approach allows us to serve you without compromise. We do not work on a commission basis. Our reward is satisfied clients!
*Trilogy Financial Solutions, LLC does not sell insurance products or legal advice. If your situation requires such, we can refer you to a trusted source for those services.
The following are some links to other sites you might find useful. Trilogy Financial Solutions, LLC does not necessarily endorse them, and in no way guarantees the accuracy of any information you might find on any of these sites. Please let us know if any of these links are broken or no longer active!
www.clarkhoward.com provides consumer information on various topics.
(You will have to freeze each credit bureau separately.)
www.annualcreditreport.com gives you one copy of each of your credit bureau reports each year.
Quizzle is a site sponsored by Quicken. On this site you can get a free copy of your credit report anytime, along with a "credit score" (not your FICO score though).
The Federal Trade Commission (FTC) Identity Theft Affidavit is where you'll want to start if you are a victim of identity theft. Fill it out, submit it, then print a copy to take to your local law enforcement agency when you fill the necessary police report.
Oklahoma College Savings Plan (529): www.ok4saving.com. This is administered by TIAA-CREF.
ECI Agency, Inc. is an independent insurance agency in the Oklahoma City area that offers all types of insurance. They have helped many of my clients lower their insurance costs. They are Dave Ramsey's Endorsed Local Provider in the Oklahoma City area for auto and homeowners' insurance.
Pine Grove Software has a free online amortization schedule calculator.
F & F Accounting and Tax Solutions - Bill and Chris Frizzell are experts in tax issues. From simple tax preparation to dealing with issues involving unpaid taxes to corporate tax issues, they can help you.
The IRS Withholding Calculator will help you calculate whether or not you're having the correct amount of federal tax withheld from your paycheck.
Edmunds.com used vehicle pricing.
At Kelly Blue Book you can look up the value of your vehicle. Look for the private party sale value, not the retail or trade-in value.
Wills and Estate Planning
U.S. Legal Forms is a website on which you can get a state-specific will at a discounted price, as well as many other legal documents. (Following the link provided here results in the significantly discounted price; entering through their main page will not.)
Trilogy Financial Solutions, LLC
Trilogy Financial Solutions, LLC is a registered Investment Adviser in the State of Oklahoma. If you live somewhere other than Oklahoma, please let us know, as we will need to either register in your state or meet de minimis exemptions.