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675 Town Square Blvd., Suite 200
Garland, TX 75040
Phone: (972) 546-0620

Fax: (972) 546-0621
[email protected]

Mon - Thur: 8:30 AM - 4:30 PM
Fri: 8:30 AM - 3:30 PM

TRI Planning is a marketing name for securities, insurance, and investment advisory services offered through Osaic Wealth, Inc. ("Osaic"), member FINRA/SIPC. Certain insurance offered by Gigi Lavergne is independent of Osaic, which is not affiliated with Osaic. This communication is strictly intended for individuals residing in the states of TX, CA, MO, NJ, OK, CO. No offers may be made or accepted from any resident outside the specific state(s) referenced. Neither Osaic nor its representatives provide tax or legal advice. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for your use of the websites you are linking to.

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