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Financial Planning

Opinion | Peter Thiel’s Taxes Aren’t the Real Story

July 14, 2021

ProPublica resorts to padding to make its use of stolen tax data look like ‘important’ journalism. The latest tax reporting extravaganza from ProPublica reminds me of the Steve Martin routine…

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PODCAST 40: Where Can I Get Help Regarding My DROP Plan?

December 17, 2020

Check out our complimentary download, Retirement Planning Checklist below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 39: Windfall Elimination Provision Workaround Tips

December 17, 2020

Check out our complimentary download, Social Security Decisions Guide below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 38: Social Security Tips for Mom-and-Pop Businesses

December 17, 2020

Check out our complimentary download, Social Security Decisions Guide below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 37: Financial Questions You Should Ask Before You Get Married

December 17, 2020

Check out our complimentary download, Building your fiscal house to weather the elements below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 36: What Are the Rules for 403b Savings Plans

December 17, 2020

Check out our complimentary download, 5 Things to do with your old 401k below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 35: How Does the Surrender Period on Annuities Work?

November 3, 2020

Check out our complimentary download, The ABCs of Fixed Index Annuities below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 34: What Happens to Your SSI Benefits When You Reach Social Security Age?

November 3, 2020

Check out our complimentary download, Social Security Decisions Guide below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 33: Saving on Taxes with Net Unrealized Appreciation

October 23, 2020

Check out our complimentary download, Tax Strategies for Retirement below. If you have any questions please give us a call at 504-832-9200    

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PODCAST 32: Are Stock Slices a Good Idea?

October 23, 2020

Check out our complimentary download, Work smarter, not harder below. If you have any questions please give us a call at 504-832-9200    

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Phone: (504) 832-9200
Email: info@gregoryricks.com

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2800 Veterans Memorial Blvd
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Metairie, LA 70002
(504) 832-9200
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4030 Lonesome Road
Suite A
Mandeville, LA 70448
(985) 200-3110
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8930 Lorraine Road
Suite C
Gulfport, MS 39503
(228) 207-0007
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The Metro Office Park
10235 Jefferson Hwy,
Bldg. 4, Ste. B
Baton Rouge, LA 70809
(225) 522-4282
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Insurance products are offered through the insurance business Gregory Ricks & Associates, Inc. Gregory Ricks & Associates, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Gregory Ricks & Associates, Inc. are not subject to Investment Adviser requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

The guided planning system is our trademarked system, it does not promise or guarantee investment results or preservation of principal nor does it represent a certain level of skill. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Gregory Ricks & Associates has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. AEWM, Gregory Ricks & Associates, WJ Blanchard Law, LLC, J Heath & Co. and Mortgage Gumbo are not affiliated companies. 2195329 - 4/24

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