We work primarily with 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 Advisor, 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 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.