FORM CRS & ADV 2A OUR ADVISORS SERVICES INSIGHTS & TOOLS ABOUT US CLIENT LOGIN MEET WITH AN ADVISOR Get Started WEALTH & ASSET MANAGEMENT SERVICES A Team Dedicated To Protecting Your Wealth We don’t just invest, we coach you to prepare for the future you’ve dreamed of. Our Financial Advisors strive to help support, manage and grow your portfolio. Our Wealth & Asset Management Services: Trilogy Financial focuses on you and the unique set of financial circumstances you and your family face. Retirement Planning Estate Planning Strategies Business Strategies Insurance Services Investment Planning College & Education Planning Small Business Strategies Risk Management Gifting Strategies Tax Strategies At Trilogy, we help develop strategies for all of your wealth management needs. We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it to help you stay on track. Our Approach to Your Personalized Wealth Management Plan We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy and monitor it to help you stay on course. In our approach, we will complete a confidential profile to gain a deeper understanding of your current situation and goals, provide custom strategies based on your analysis and future needs, and then help you put that plan into action. We are dedicated to your success and confidence in your personal finances. We will empower you to be nimble and will serve as the sounding board you need to make your decisions. We know how personal this is. And we’re committed to standing by your side through it all. Review and assess your needs and goals Prepare your Life Plan to support your wealth management goals Implement your plan, monitor and adjust 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.