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
10 a.m. – 12 p.m.
WRNO-News Talk 99.5 FM
WBUV-News Talk 104.9 FM
CHECK IN WEEKLY
Podcast airs weekly at 3 p.m, on our YouTube Channel
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:
How you can avoid potential risks in retirement
Ways to deploy tax-efficient strategies for your future
How you can provide a legacy for your loved ones
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.