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.

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

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