Trilogy Financial Solutions, LLC
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 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.
*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.
Trilogy Financial Solutions, LLC is an Investment Adviser registered with the Oklahoma Department of Securities. Our focus is on helping clients invest money for retirement and college savings, but we work other types of investment clients as well.
We offer a no-cost, no-obligation initial consultation so we can find out more about your specific needs and goals. If you agree our firm is a match for helping you meet those needs and goals, we can move on to the next stage of the process. We recommend that, in most situations, clients be out of debt (except for a mortgage) and have a 3- to 6-month emergency fund before beginning investing for the future. However, we understand that many people have already begun investing without meeting those benchmarks, and we are able to assist such clients with those assets (this would include 401(k) rollovers from former employers, or rollovers from existing IRAs).
The initial phase of the consultative process is a discovery process. This allows us to gain clarity surrounding the core values, financial goals, and life goals of a client. Through looking at clients’ stated goals and objectives, we will determine the pattern of asset class allocation most appropriate for each client’s unique circumstances.
We believe that long-term growth is best achieved by a buy-and-hold strategy of investment in a portfolio of mutual funds. This investment strategy is only for the portion of clients’ funds suitable for long-term investing (i.e., 5 years or longer). Any portion of a client’s portfolio that will be needed within 5 years should generally be invested in fixed-income securities (e.g., bonds) or mutual funds comprised primarily of fixed-income securities.
We would love to help you formulate a plan for your financial success, and help you implement that plan. Feel free to contact us if you have any questions or would like to schedule an appointment. You may contact us at firstname.lastname@example.org or here on our webpage.
Registration of an Investment Adviser does not imply any level of skill or training. The oral and written communications of an Adviser provide you with information which you use to determine to hire or retain an Adviser. Additional information about Trilogy Financial Solutions, LLC also is available on the SEC’s website at www.adviserinfo.sec.gov. All investing carries a level of risk, which investors should be willing to accept. Nothing on this page should be construed to be specific investment advice; such advice is given only after an in-depth consultation and determination of clients' individual needs, goals, and risk tolerances, and only after entering into a written Investment Management Agreement that will give more details about the services provided by Trilogy Financial Solutions, LLC.