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T.R.I. Planning - Taxes, Retirement, Insurance
Garland's trusted guide for taxes, retirement, and insurance.
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Insurance
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Garland's trusted guide for taxes, retirement, and insurance.
T.R.I. Planning - Taxes, Retirement, Insurance in Garland, TX provides clear guidance on taxes, retirement accounts, and insurance. Led by Gigi Lavergne, the team is known for simplifying complex investing and tax concepts, attentive communication, and a helpful staff. Clients feel at ease and in control of their financial planning.
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Comprehensive strategies to manage and grow retirement accounts, including portfolio management and investment advice.
Expert tax handling and planning to optimize your financial situation and ensure compliance.
Tailored insurance products and advice to protect your assets and secure your financial future.
Personalized financial guidance to simplify complex concepts and help you gain control of your finances.
Portfolio management focused on growth through compound interest and careful investment strategies.
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Overall rating
Janna Timm
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.
Mike Hill
Meet with her , she is very knowledgeable was impressed on the advice giving on my retirement would trust her completely
Keith Johnson
My wife and I are very grateful for the service that GiGi and her staff assisted us with our retirement planning. Very informative. My wife and I are more knowledgeable about this next chapter in our life.(retirement). Thank you for the service you and your staff provided.
John D
I've been very impressed by Gigi and her team this past summer. She clearly puts a lot of thought and care into managing her clients portfolios, and is very good and simplifying complex investing and tax concepts. I highly recommend her to anyone looking to get control of their finances or retirement accounts.
Jayme Gowins
Gigi Lavergne has been instrumental in helping me get a handle on all of my retirement accounts. Gigi comes with a wide range of expertise and is very willing to sit and explain anything that I don't understand. Thank you also to her assistant, Rebecca Bowman, for helping to continue this smooth process. I feel completely at ease knowing that Gigi has my best interest in mind and I look forward to working with them for all of my financial planning needs.
