Trilogy Financial Solutions, LLC is a fee-only Investment Advisor 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 with out 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.
The Firm's President, Michael Freeman, is a Registered Investment Advisor Representative with the Oklahoma Department of Securities and a Financial Counselor trained and certified by Dave Ramsey and the Lampo Group, Inc.
*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.