Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

See More, Know More, Do More

As the world evolves, your financial challenges evolve, too. To help you reach your financial goals,
you need to see more, know more and do more.

Our Financial Guided Planning System®

Our financial Guided Planning System® (GPS) can help provide visibility into all of your assets. You gain a holistic view of your complete financial situation, so you can know more about your financial lifestyle and about your financial goals.

Once you know more, our GPS helps you do more, like getting financially organized and providing unique online collaboration and monitoring tools.

Our financial GPS can help you see more, know more and do more for your financial needs.

We offer services in these areas:


Help boost your retirement income by putting your hard-earned assets to work.


Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers


Preserve the assets that can help you live the retirement you’ve always imagined.


Asset Protection Strategies
Life Insurance
Tax-Efficient Strategies
Long-Term Care Strategies


Support the people and causes that are most important to you


IRA Legacy Planning
Charitable Giving
Inheritance Guidance


Gregory Ricks and Associates has a Total Wealth Authority® (TWA) team that specializes in the following services:

Estate Planning
Tax Planning
Mortgage Lending

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 Advisor. AEWM does not offer insurance products. The insurance products offered by Gregory Ricks & Associates, Inc. are not subject to investment Advisor requirements.

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. Investing involves risk, including the potential loss of principal. Gregory Ricks & Associates, Inc. is not affiliated with or endorsed by the U.S. Government or any governmental agency.

We’re here to help you Make the Most of Medicare.

There’s a plan that’s prudent for you. Together we can find it.

Why Go it Alone When Help is Available?

Discovering a Medicare plan that fits your needs and situation is as important as finding a doctor with whom you’re comfortable. Whether you’re pondering Original Medicare (Part A and Part B), Medicare Advantage (Part C) or a Medigap plan, it’s essential to understand key cost factors and plan differences so you can make Medicare work efficiently for you.

Let us help diagnose your solution.

At Gregory Ricks & Associates, our financial professionals are
ready to prescribe a Medicare strategy that helps give you the
healthy retirement outlook you deserve. We can craft a plan
that is designed to answer some of Medicare’s most pressing
questions, such as:


How could my income affect my monthly Medicare premiums?


Do I need to sign up for Medicare Part A and B if I’m still working?


How can private insurance help me with the costs of Medicare?


How do I avoid the coverage gap with Medicare Part D prescription drug plans?

Note: The information gathered from the form below is for Medicare Supplement (Medigap) quotes only. This site is not designed to assist Medicare beneficiaries with enrollment in advantage or prescription drug plans.

Ready to Begin Your Medicare Journey?

Fill out the information below to have a licensed insurance agent contact you about your options.

Medicare Coverage Form

Step 1 of 5

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a visit today or register to attend an event.

Or give us a call at (504) 832-9200