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 * Contact



BEHAVIORAL FINANCE


An amusing and whimsical look at behavioral finance best practices for
investors.
Learn More

RISK TOLERANCE:
WHAT'S YOUR STYLE?


Learn about what risk tolerance really means in this helpful and insightful
video.
Learn More

PREPARE FOR YOUR
FUTURE



Life moves pretty quickly. Take that first step to enjoying your time in the
fast lane.
Speak with one of our advisors today, to plan for tomorrow.

Contact Us

BEHAVIORAL FINANCE


An amusing and whimsical look at behavioral finance best practices for
investors.
Learn More

RISK TOLERANCE:
WHAT'S YOUR STYLE?


Learn about what risk tolerance really means in this helpful and insightful
video.
Learn More

PREPARE FOR YOUR
FUTURE



Life moves pretty quickly. Take that first step to enjoying your time in the
fast lane.
Speak with one of our advisors today, to plan for tomorrow.

Contact Us

BEHAVIORAL FINANCE


An amusing and whimsical look at behavioral finance best practices for
investors.
Learn More




OUR MISSION



"Our mission is to assist clients in achieving their financial and retirement
goals through proficient, personalized financial planning strategies."

Learn More


RESOURCES




RETIREMENT



Enjoy the fruits of your labor. We can help you build a retirement strategy that
is sure to keep you excited for what’s to come.

Learn more


LIFESTYLE



Striking a balance between work and leisure is just one aspect of the
wide-ranging, lifestyle-related matters relevant in today's world.

Learn more


INVESTMENT



Create an investment strategy that's designed to pursue your tolerance for risk,
time horizon, and goals.

Learn more

"90 PERCENT OF THE GAME IS HALF MENTAL."



Yogi Berra

I AM CONVINCED THAT LIFE IS 10% WHAT HAPPENS TO ME AND 90% OF HOW I REACT TO IT.
AND SO IT IS WITH YOU... WE ARE IN CHARGE OF OUR ATTITUDES.”



Charles Swindoll

“PRICE IS WHAT YOU PAY. VALUE IS WHAT YOU GET.”



Warren Buffett

"THE INDIVIDUAL INVESTOR SHOULD ACT CONSISTENTLY AS AN INVESTOR AND NOT AS A
SPECULATOR."



Ben Graham

“COMPOUND INTEREST IS THE EIGHTH WONDER OF THE WORLD. HE WHO UNDERSTANDS IT,
EARNS IT … HE WHO DOESN'T … PAYS IT.”



Albert Einstein

“THE MOST IMPORTANT INVESTMENT YOU CAN MAKE IS IN YOURSELF.”



Warren Buffett

"90 PERCENT OF THE GAME IS HALF MENTAL."



Yogi Berra

I AM CONVINCED THAT LIFE IS 10% WHAT HAPPENS TO ME AND 90% OF HOW I REACT TO IT.
AND SO IT IS WITH YOU... WE ARE IN CHARGE OF OUR ATTITUDES.”



Charles Swindoll

“PRICE IS WHAT YOU PAY. VALUE IS WHAT YOU GET.”



Warren Buffett

"THE INDIVIDUAL INVESTOR SHOULD ACT CONSISTENTLY AS AN INVESTOR AND NOT AS A
SPECULATOR."



Ben Graham

“COMPOUND INTEREST IS THE EIGHTH WONDER OF THE WORLD. HE WHO UNDERSTANDS IT,
EARNS IT … HE WHO DOESN'T … PAYS IT.”



Albert Einstein

“THE MOST IMPORTANT INVESTMENT YOU CAN MAKE IS IN YOURSELF.”



Warren Buffett


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CONTACT

Office: 409-832-7308

Fax: 409-347-1254

4 Acadiana Court

Beaumont, TX 77706

office@trioakfinancial.com



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 * Estate
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