
T.R.I. Planning – Taxes, Retirement, Insurance
Gigi Lavergne, CEP®, LTCP, RICP®, is a seasoned financial advisor based in Garland, Texas, with over 30 years of experience in accounting, finance, and insurance. A U.S. Air Force veteran, she holds degrees from the Community College of the Air Force and Troy University and has earned designations such as Certified Estate Planner and Annuity Specialist. Through her firm, T.R.I. Planning, affiliated with SagePoint Financial, Lavergne offers comprehensive financial services including tax management, investment management, retirement strategies, estate conservation, and insurance products. She is dedicated to financial education, conducting workshops for the Society of Financial Awareness and coordinating Dave Ramsey’s Financial Peace University, aiming to empower individuals and families to make informed financial decisions.