Choose Your Financial Destination

You take the wheel, we’ll handle the directions. With our Financial GPS®, together we’ll head toward the future of your dreams.

Your Retirement Questions Answered

Whether you’re talking with Gregory on his Winning at Life® with Gregory Ricks weekly radio show or meeting the team during a personal consultation, we’re here to help you understand all your financial options.

Tune in Saturdays

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10 a.m. – 1 p.m.
WRNO-News Talk 99.5 FM
WBUV-News Talk 104.9 FM

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The Financial Guided Planning System®

Navigate to a Work-Optional Lifestyle

By covering the 5 key areas of your financial life, our Financial GPS® helps ensure you’re prepared for retirement when and how you choose.

  • Income Planning
  • Investment Planning
  • Tax Planning
  • Health Care Planning
  • Estate Planning

Your Retirement Deserves a Helpful Hand

Gregory’s new book reveals how a family tragedy sparked his decision to pursue a career in financial advising, with the goal of helping other families avoid the challenges his mother faced in retirement. Plus, get answers to some of your most pressing financial questions. You’ll learn:

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  • 01

    How you can avoid potential risks in retirement

  • 02

    Ways to deploy tax-efficient strategies for your future

  • 03

    How you can provide a legacy for your loved ones

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Get More Financial Insights

Attend a Workshop or Learning Event

Discover the fundamentals of retirement planning and how you can avoid some of the common risks we see in retirement, all while getting a chance to meet our team and learn more about our financial Guided Planning System® process.

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