FORM CRS & ADV 2A OUR ADVISORS SERVICES INSIGHTS & TOOLS ABOUT US CLIENT LOGIN MEET WITH AN ADVISOR Get Started Trilogy’s Financial Life Planning Tool 20s 30s 40s 50s 60s 70s 80+ 20s I am in my 20s There are Tremendous Benefits to Starting Early Your 20s are the best time to get yourself organized, set your goals and begin taking steps to set up the future you’ve been dreaming about. The earlier you start paying down any debt, saving for a house and taking advantage of financial opportunities or planning for retirement, the easier it will be. Whether you’re considering financial planning guidance for yourself, your business, or with a partner, our team is passionate about helping you make the right decisions for your own unique goals. Areas of Opportunity Budget Planning & Tips Saving for a House 401(k) & Retirement Planning Your Investment Risk Profile Going Back to School Debt & Student Loan Management Other Common Considerations Business Planning Strategies Investment Techniques Investment Planning Tax Strategies How to Use the Financial Life Planning Tool Whatever path you choose, we will make sure you’re on the path to financial freedom. We created this interactive tool to help you identify common approaches to financial, budget, retirement and investment planning in your current life stage. Select your decade or the decade you’re interested in to review suggested areas of opportunity and common considerations. Please don’t hesitate to reach out with questions. CLICK TO GET STARTED 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.