Navigate Retirement With Confidence

Q: What can I expect during the retirement planning process?

Our process begins with a complimentary discovery visit to discuss your goals and concerns. We’ll then hold a separate meeting to review and analyze your portfolio. From there, we’ll develop a strategy that evolves with your needs, with regular check-ins to provide ongoing support.

Q: What are some common reasons people seek help with retirement?

People often contact us during significant life changes such as entering retirement, receiving an inheritance, undergoing a job change, marriage, divorce or starting a business. We help them answer questions about retirement income, investment planning, taxes, healthcare costs and legacy planning.

Q: How do you customize your approach for different clients?

Our strategies are tailored to fit your unique needs, goals and stage of life. We consider factors specific to your situation so that our guidance always addresses your priorities and helps you navigate important transitions.

Q: What services does Gregory Ricks Total Wealth provide?

We provide guidance on annuities, investments, retirement income strategies, tax-efficient strategies, asset preservation, wealth management, IRA legacy planning, IRA/401(k) rollovers, life insurance and estate planning.

Q: Who does Gregory Ricks Total Wealth work with?

We work with retirees, pre-retirees, widows and widowers, federal employees, business owners, veterans and medical professionals. Your circumstances are carefully considered to provide personalized guidance according to your specific situation.

Meet virtually with a financial advisor to discuss retirement income, tax-efficient strategies, investments, and long-term financial planning.

Your Financial GPS® Starts Here

Expert guidance. Wherever you are.

Convenient & Secure –
Meet from the comfort of your home via video

Personalized Guidance –
Advice tailored to your
goals and your life

CFP® | AIF®
Fiduciary-Focused
Advice

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Personalized Guidance

Why Families Choose Virtual Guidance From Gregory Ricks Total Wealth

Convenient & Flexible
Meet from home on your schedule — no commute required.

Secure & Private
Your information is protected with industry-leading security.

Personalized & Focused
One-on-one with an advisor focused on your unique goals.

Strategic & Forward-Looking
Clear strategies to help you build confidence in your financial future.

What To Expect

1.

Request your complimentary virtual consultation.

2.

We'll confirm your appointment and send you a secure link.

3.

Meet with your advisor via secure video.

4.

Get personalized recommendations and next steps.

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Common Questions

How does a virtual financial consultation work?

A virtual financial consultation is a complimentary, remote meeting with an advisor by phone or Zoom. Gregory Ricks Total Wealth simplifies the process by reviewing your goals, current finances, retirement timeline and key concerns with you in a secure setting. In most cases, you can discuss retirement planning, income needs, investment strategy and next steps during the same meeting.

What services does Gregory Ricks Total Wealth provide?

Who does Gregory Ricks Total Wealth work with?

What can I expect during the retirement planning process?

What are some common reasons people seek help with retirement?

How do you customize your approach for different clients?

Ready to Plan Your Financial Future?

Let's create a plan that brings you clarity and confidence.

Virtual Consultation

(504) 832-9200

Navigate Retirement With Confidence

Your Financial GPS® Starts Here

AS FEATURED IN:

Schedule Your Complimentary Virtual Consultation

No Obligation

Your Information Is Confidential

Personalized Guidance

Why Families Choose Virtual Guidance From Gregory Ricks Total Wealth

Convenient & Flexible

Secure & Private

Personalized & Focused

Strategic & Forward-Looking