FORM CRS & ADV 2A OUR ADVISORS SERVICES INSIGHTS & TOOLS ABOUT US CLIENT LOGIN MEET WITH AN ADVISOR Get Started 401(K) & RETIREMENT PLANNING A Team Dedicated To Helping You Plan For Retirement We’re more than financial planners, we’re Life Planners. We believe planning for retirement is more than just savings – it’s about the life you aspire to live. Our Financial Advisors are here to help coach you through this important life stage. Our Retirement Planning Services: Each Trilogy Financial Advisor will focus on navigating your unique situation and actualizing your Life Plan. Navigating 401(k) Rollover Distribution Planning Saving for Retirement Social Security Best Practices Early Retirement Planning Income Planning Retirement Transitioning Employer-Based Plans At Trilogy, we empower you to live wealthy in retirement. We know that each decade of life brings new experiences, opportunities, concerns and financial focuses. This is why we believe you need more than a financial plan. You need a Life Plan. Common Tips for Retirement While every plan is different, below are some common tips from our Advisors. Start saving for retirement today Contribute to your 401(k) or IRA Maintain a retirement reserve Manage your portfolio risk Consider delaying Social Security What You Need to Know About Early Retirement Whether you dream of traveling the world, wish to pursue a second career or want to retire early, we’re personally invested in helping you feel secure and prepared for life. We are dedicated to helping you build a road map that supports your personal goals, needs and desired lifestyle. However you define success, we are in it together. We will be your sounding board, your validation and your honest feedback. COLLABORATE WITH YOUR FINANCIAL ADVISOR TO DISCUSS YOUR GOALS: Monthly Budget Sources of Income Taxes & Inflation Life Insurance Non-recurring Expenses Social Security Strategies to Maximize Your Social Security Benefits Let’s create a Life Plan that can help you feel most comfortable in retirement. Together we will develop strategies to maximize your Social Security benefits that will empower you to live the retirement of your dreams. When is the best time to begin taking your Social Security benefits? Our recommendations will depend on your age, income, marital status, partner’s income (if applicable) and the age disparity between you and your partner (if applicable). Income Planning for Retirement Each Life Plan is unique and fueled by a budget to fit your goals. Each Trilogy Financial Advisor is passionate about uncovering all of your options and being your champion to pursue your retirement dreams. Let’s map out your income plan and simplify any complexities so you can feel confident in your future. Optimizing your retirement income Developing a budget & savings plan Minimizing taxes Reducing risk & preserving wealth Maximizing your Social Security benefits Selecting a suitable investment approach Determining your risk appetite Reducing & eliminating debt Call Us To Get Started. (844) 356-4934 17011 Beach Blvd. Suite 800 Huntington Beach, CA 92647 (844) 356-4934 info@trilogyfs.com Services 401(k) & Retirement Planning Wealth & Asset Management Estate Planning Strategies Investment Strategies College & Education Planning Insurance Services Insights & Tools Financial Life Planning Tool Financial Blog Resources Press Coverage Financial Compatibility Quiz Podcast Financial FAQ About Us Our Story Our Leadership Team & Mission Careers & Culture Some advisors associated with this material are registered representatives of LPL Financial (“LPL”) and are Investment Advisor Representatives (“IAR’s”) for Trilogy Capital Inc. (“TC”). Some IAR’s of TC are not registered or affiliated with LPL Financial. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States. Trilogy Financial Privacy Policy Webmail Portal California Insurance License Information © 2021 Trilogy Financial Services, Inc. All Rights Reserved.