Guided Planning System® Guides Retirement Satisfaction.
You have worked tirelessly all these years and gained not only the accumulation of assets but the knowledge and experience that comes with those efforts. Now that retirement may be approaching, an organized plan is necessary. You should not have to be stressed or worried about where the money comes from or how you will afford the very things you have been working for your vacations and the freedom from having to set an alarm each day.
To many, finding a Wealth Advisor may feel unnecessary when you aren’t looking for someone to manage huge amounts of money. But, a wealth advisor can help show you how to:
Help boost your retirement income by putting your hard-earned assets to work.
A Wealth Advisor can help develop a plan for your money so that you don’t have to worry about forgetting to put money aside. Making the process automatic and stress free.
Preserve the assets that can help you live the retirement you’ve always imagined. Estate planning and knowing what may needs protection are instrumental in defining what happens to your money in the future. Protection from seen and unforeseen situations you may be unaware of can save you stress from losing money unnecessarily.
Support the people and causes that are most important to you. Charity can be good for your life and your community.
Call us to set up a visit to have a Wealth Advisor go over your own personal GPS.
Navigate to our Schedule A Visit page or call 504-832-9200.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM, Gregory Ricks & Associates, WJ Blanchard Law, LLC., J Heath & Co. and Mortgage Gumbo are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Gregory Ricks & Associates has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. 00310623