Services Offered

Estate Planning

Customized strategies for asset protection, wills, and trusts to secure your legacy.

Tax Advisory Services

Expert guidance on tax planning and optimization to minimize liabilities and maximize savings.

Insurance Solutions

Comprehensive insurance policies including life, health, and property coverage tailored to your needs.

Retirement Income Planning

Personalized retirement strategies to ensure sustainable income and financial security.

Financial Consultation

One-on-one advisory sessions to assess goals and develop holistic financial plans.

Reviews

5(1 review)

N

Nicole Brown

via Google

11 months ago

Gigi and Rebecca have both been incredible to work with. They have been affordable and communicative regarding our estate planning and taxes. Would highly recommend!

GL

Gigi Lavergne, Financial Advisor, CEP, RICP

Name: Gigi Lavergne, Financial Advisor, CEP, RICP
Address: 675 Town Square Boulevard, Garland, TX, 75040, US
Telephone: (972) 546-0620
Price range: $$
Rating: 5

Your trusted partner for comprehensive financial planning and estate solutions in Garland.

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About Gigi Lavergne, Financial Advisor, CEP, RICP

Gigi Lavergne offers expert financial advisory services with a focus on estate planning, tax strategies, and insurance solutions. As a Certified Estate Planner (CEP) and Retirement Income Certified Professional (RICP), Gigi provides personalized guidance to help individuals and families secure their financial future. Based in Garland, TX, the firm is known for its affordability, clear communication, and dedicated client support, ensuring peace of mind through tailored financial plans.

Business Info

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(972) 546-0620 www.gigilavergne.com/

Location

675 Town Square Blvd #200, Garland, TX 75040, USA

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