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Trilogy Financial Planning

The Latte Habit

How little things can add up over time.

LPL Financial Form CRS

♦ Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Strategic Financial Concepts, LLC (SFC), a registered investment advisor. SFC and Trilogy Financial Planning are separate entities from LPL Financial.

♦ The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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