The Financial Guided Planning System® Process
Our 5-step Financial Guided Planning System® Process steers you toward your financial goals. We'll help you gain a holistic view of your complete financial situation, so you can see more, know more and do more for your financial needs.
Insurance products are offered through the insurance business Gregory Ricks Total Wealth. Gregory Ricks Total Wealth 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 Total Wealth are not subject to investment Adviser 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 Total Wealth is not affiliated with or endorsed by the U.S. Government or any governmental agency.
The Result
An interactive financial plan that will help you navigate the ups and downs of your journey - to retirement and beyond.
Gregory Ricks & Associates, The Total Wealth Authority® specializes in the following services:
Legacy Planning
Insurance Planning
Retirement Planning
Tax Planning
IRA/401(k) Rollovers