About T.R.I. Planning
T.R.I. Planning, they believe financial planning is about more than just numbers—it’s about people. They’ve proudly served families, individuals, and businesses across Garland, TX and the DFW Metroplex, offering a holistic approach to wealth management that simplifies complexities and helps clients make confident decisions. Their services include comprehensive retirement planning, tax strategies, insurance solutions, and financial planning tailored to meet the unique needs of each client.
Services
Financial Planning Retirement Planning Tax Planning Estate Planning Wealth Management Investment Management Asset Preservation Insurance Planning Medicare Planning Life Insurance Long-Term Care Planning College Savings Plans 401(k) & Small Business Retirement Plans Social Security Planning Financial Needs Analysis Tax Preparation Accounting Services & Financial ConsultingReviews
Gigi is a wonderful person and have had great experiences Sinz began working with her. My money has continued to grow with compound interest. Is excellent at communicating and her financial advice program is extremely helpful! I have been with her for about five years. The benefit of having good people to handle taxes is just another plus! She has a great staff.