Estate Planning Services in Garland, TX
Other Services
estate planning
Protect Your Wealth and Your Loved Ones
At T.R.I. Planning in Garland, TX, we believe that true financial security includes preparing for the unexpected. Estate planning plays a critical role in safeguarding your wealth and ensuring your loved ones are cared for no matter what life brings.
Insurance planning is an integral part of estate planning. From protecting against longevity risk to managing both predictable and unexpected healthcare costs, our holistic approach to insurance planning is designed to provide peace of mind and long-term financial stability.
insurance PLANNING
How We Can Help
Life Insurance Solutions
Life insurance provides financial security for your family and supports long-term wealth strategies. Whether you need a single policy or a combination of term, whole, and universal life insurance, we tailor solutions to protect your loved ones and align with your financial goals.
Long-Term Care Insurance
The rising cost of long-term care is one of the biggest financial risks retirees face. We help you prepare for these potential expenses by exploring comprehensive options, including standalone long-term care insurance, hybrid solutions that combine long-term care coverage with life insurance or annuities, and self-funding strategies.
Our approach helps protect your spouse or family’s savings from long-term care costs, preserving their financial security.
Annuities for Longevity Risk and Guaranteed Income
Annuities can be helpful tools for protecting against longevity risk while also providing guaranteed retirement income for some individuals. We’ll help you assess whether an annuity aligns with your broader financial and retirement goals.
Medicare and Supplemental Insurance Guidance
Navigating Medicare and choosing the right supplemental coverage can be overwhelming. We provide clear, actionable advice to help you select the plans that best meet your healthcare needs and budget.
grow your wealth
Why Choose T.R.I. Planning for Estate Planning?
Comprehensive Approach
We consider every aspect of your financial picture to recommend insurance solutions that fit your needs.
Tailored Coverage
Our recommendations are based on your unique circumstances and long-term goals.
Experienced Advisors
With decades of experience, our team provides trusted advice to protect your wealth and secure your family’s future.
Collaborative Planning
We work alongside your financial, legal, and tax advisors to create a cohesive plan.
Protect Your Future Today
Insurance is a cornerstone of financial security. Let T.R.I. Planning help you safeguard your wealth, protect your family, and plan for the unexpected. Schedule a consultation today to explore your insurance options and gain peace of mind.
