About Company

T.R.I. Planning (Tri Planning Finance) is a Garland, Texas–based wealth management firm that provides personalized financial planning, tax planning, estate planning, and retirement planning. The company develops tailored strategies by combining the expertise of licensed tax professionals, insurance specialists, and financial planners to help clients grow and protect assets, follows a client-focused process of consultation, strategy development, and ongoing support, limits the number of new clients to ensure personalized attention, and delivers securities and investment advisory services through an affiliation with Osaic Wealth, Inc., subject to FINRA and SIPC oversight.

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