# TRI Planning

- **Website:** <https://triplanning.finance>
- **Primary alias:** `triplanning.finance`

## Description

T.R.I. Planning is a financial planning and wealth management firm based in Garland, Texas, serving individuals and families seeking to build, protect, and preserve their wealth. Its advisors develop personalized strategies around each client’s goals, priorities, risk tolerance, and changing circumstances, bringing together expertise in financial planning, tax, and insurance. Services include customized financial plans, proactive tax strategies, retirement planning designed to support income and preserve assets, and insurance solutions such as life, disability, and long-term care coverage. The firm also helps clients address estate planning needs and safeguard their assets and loved ones. T.R.I. Planning’s process begins with a personal consultation, followed by strategy development and ongoing support as clients’ lives and needs evolve. The firm emphasizes tailored guidance and works with a limited number of clients to provide personalized attention. Based in Garland, it serves clients in the surrounding communities, including Plano and Dallas. Its website states that its communications and services are intended for Texas residents.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id-l0nqJsJ/w/400/h/155/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790448930902)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Gothic | #6c99a6 | accent |
| Black | #000000 | dark |
| White | #ffffff | light |

## Fonts

- Montserrat — asset _(google)_
- Montserrat — asset _(google)_

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_Source: <https://brandfetch.com/triplanning.finance>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._