TRG Financial
“Clarity Today. Wealth Tomorrow.”
Welcome to a new era of wealth management where cutting-edge technology enhances human expertise to deliver exceptional financial outcomes. At TRG Financial, we combine the best of both worlds to create a seamless, transparent, and powerful experience for our clients.
About The Rollins Group (TRG)
The Rollins Group (“TRG”) is a state-registered investment advisory firm based in Houston, Texas. We provide personalized financial planning and investment management services to individuals, families, business owners, and nonprofit leaders.
At TRG, we believe in building long-term relationships based on transparency, trust, and tailored financial strategies. Our goal is to help clients clarify their goals, make informed financial decisions, and build sustainable wealth over time.
Comprehensive Financial Services
At The Rollins Group (TRG), we offer a suite of integrated financial services tailored to your personal goals and business needs. Whether you’re planning for retirement, growing a business, managing investments, or building a legacy, our team is here to support your entire financial journey with clarity and care.
Investment Management
Our investment approach combines personalized portfolio design with institutional-level tools, aiming to preserve wealth while maximizing growth and minimizing risk.
Insurance & Risk Management
From life and disability coverage to liability protection, we guide you in safeguarding your family and assets through tailored insurance solutions.
Financial Planning
We create customized, long-term strategies built around your life goals, income, and future milestones — from buying a home to planning for retirement.
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Tax Strategy
We implement year-round tax planning to help reduce your liabilities, maximize deductions, and ensure your financial strategy is tax-efficient at every stage.
Business & Nonprofit Advisory
We offer strategic financial guidance to business owners and nonprofit leaders, including succession planning, cash flow analysis, and organizational risk management.
Your Financial Journey with TRG
Our Promise to Clients
The foundation of our relationship and what you can expect from us
Security & Compliance
How we safeguard your data and meet regulatory requirements
The Tech Engine
The sophisticated technology that powers our services behind the scenes
Expected Results
The tangible outcomes and next steps to begin your journey
Your Experience
How our platform translates to a seamless client experience
Inventive
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Progressive
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Equitable
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Inventive · Progressive · Equitable ·
Why Clients Choose TRG
10+ Years Experience
Serves as Plan Fiduciary
Secure, Digital Access
