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Income Allocation Video 1080p from T.R.I. Planning on Vimeo.

Tri Planning

  • 675 Town Square Blvd., Suite 214
    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 SagePoint Financial, Inc., member FINRA/SIPC. Certain insurance offered by Gigi Lavergne is independent of SagePoint Financial, Inc., which is not affiliated with SagePoint Financial, Inc.

This communication is strictly intended for individuals residing in the states of OH, OK, and TX. No offers may be made or accepted from any resident outside the specific state(s) referenced. Neither SagePoint Financial nor its representatives provide tax or legal advice.

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