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) provides 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 helps you see more, know more and do more for your financial needs.

We offer services in these areas:

Grow

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

How?

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

Protect

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

How?

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

Give

Support the people and causes that are most important to you

How?

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
Trusts
Probate
Tax Planning
Mortgage Lending
women-winning-at-life

Women Winning at Life is organized and directed by founder Stacey Ricks. Women Winning at Life is a community of like-minded women who are 45+ years in age and feel like they’re not getting old, but just getting started. They have dreams and goals to accomplish, and they want to live life to the fullest.

Whether you’re retired or still working, when you come to our events, you’ll experience the benefits of fun and friends. Plus, you’ll enjoy ample opportunities to share your knowledge with others as well as learn from them.

The purpose of Women Winning at Life is to gain knowledge about:

Finance

Get guidance about personal finance to help make informed and beneficial choices for your money that you can use before, during and after retirement.

Fashion

Learn the latest skin and hair tips, and receive fashion advice from others who know how to help you look as young as you feel.

Fitness

Uncover the secrets to living better and longer with fitness tips and wellness advice.

Food

Find new inspiration in top-rated recipes to help keep your family healthy and happy.

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:

1-1

How could my income affect my monthly Medicare premiums?

2-1

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

3-1

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

4

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?

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 a event.

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