TRG Financial
“Clarity Today. Wealth Tomorrow.”
TRG Financial is a fee-only, state-registered investment advisory firm in Houston, Texas. We work with individuals and families on financial planning, investment management, and college funding — bringing an institutional planning background to household decisions.
About The Rollins Group (TRG)
The Rollins Group (“TRG”) is a state-registered investment advisory firm based in Houston, Texas, owned and operated by Breion Lashay Rollins. We provide personalized financial planning, investment management, and college funding planning to individuals and families.
Our work is built on transparency, fiduciary responsibility, and planning tailored to your circumstances. As a registered investment adviser, TRG has a fiduciary duty to act in your best interest. TRG is fee-only and receives no commissions, referral fees, or third-party compensation of any kind.
Comprehensive Financial Services
We offer integrated advisory services built around your household’s goals — whether you’re organizing your finances, investing for the long term, or working out how to pay for college without derailing your own retirement.
Investment Management
Discretionary or non-discretionary portfolio management using primarily low-cost exchange-traded funds and mutual funds, with strategic asset allocation, periodic rebalancing, and ongoing monitoring aligned to your goals, time horizon, and risk tolerance.
Tax-Aware Planning
Tax considerations built into the planning process — asset location, withdrawal sequencing, and coordination with your CPA. TRG does not prepare tax returns or provide tax advice.
Financial Planning
A comprehensive written plan covering cash flow and budgeting, debt management, retirement projections, education funding, investment allocation review, insurance and risk review, employee benefits analysis, and estate planning coordination. Typically delivered within 60 to 90 days of receiving your complete information.
College Funding Planning
Student Aid Index (SAI) analysis, 529 strategy and account-ownership positioning, and multi-year funding projections — coordinated with your retirement and tax-aware planning so paying for college doesn’t come at the cost of your own future.
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
Getting Started
The next steps to begin working together.
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 ·
How We Work
10+ Years in Financial Services
Fee-Only Fiduciary
Secure, Digital Access
