Refer a friend
and transform their
financial future?

Join thousands of satisfied clients who have already referred their friends to Trilogy and get rewarded for sharing the gift of financial clarity. Referring a friend is just a click away, and both of you will receive a Wealth Planning Needs Assessment for FREE! (a $250 value).

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What is a Wealth Planning Needs Assessment?

The comprehensive evaluation will provide them with a clear understanding of their current financial status and personalized recommendations for future growth.

Educational Resources:
To set them on the right path, referees gain access to exclusive webinars, eBooks, and a consultation with a financial advisor. These resources are designed to empower them with the knowledge they need to make informed financial decisions.

How
it works

How
it works

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Invite up to 10 of your friends using your personal referral link.

Share the wealth

Once they sign up, you’ll both receive a Free Wealth Planning Needs Assessment.

what OUR clients are saying
“From retirement forecasting to investment strategies, Trilogy has been instrumental in helping me secure my financial future.”
Godfrey L.Empowered Client
“Trilogy’s support and concern have never wavered. They’ve answered my specific questions, walked me through "what if" scenarios, shown me projections of retirement savings, and helped me with my monthly spending habits.”
Mike M6 Year Client
“Trilogy’s team is incredibly knowledgeable and actually cares so that gives us tremendous peace of mind over our finances.”
Sandra O. 10+ Year Client
“Trilogy responds quickly and efficiently to questions and concerns. We value their input and believe we are on the right course to a stable and secure future in our retirement years. Would highly recommend their services."
Michael R.Empowered Client
“The team at Trilogy Financial not only understands the intricacies of wealth management but also takes the time to comprehend our unique goals and aspirations.”
Dan G.Empowered Client

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.

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