Navigate Retirement With Confidence

Q: What can I expect during the retirement planning process?

Our process begins with a complimentary discovery visit to discuss your goals and concerns. We’ll then hold a separate meeting to review and analyze your portfolio. From there, we’ll develop a strategy that evolves with your needs, with regular check-ins to provide ongoing support.

Q: What are some common reasons people seek help with retirement?

People often contact us during significant life changes such as entering retirement, receiving an inheritance, undergoing a job change, marriage, divorce or starting a business. We help them answer questions about retirement income, investment planning, taxes, healthcare costs and legacy planning.

Q: How do you customize your approach for different clients?

Our strategies are tailored to fit your unique needs, goals and stage of life. We consider factors specific to your situation so that our guidance always addresses your priorities and helps you navigate important transitions.

Q: What services does Gregory Ricks Total Wealth provide?

We provide guidance on annuities, investments, retirement income strategies, tax-efficient strategies, asset preservation, wealth management, IRA legacy planning, IRA/401(k) rollovers, life insurance and estate planning.

Q: Who does Gregory Ricks Total Wealth work with?

We work with retirees, pre-retirees, widows and widowers, federal employees, business owners, veterans and medical professionals. Your circumstances are carefully considered to provide personalized guidance according to your specific situation.

Meet in-person with a financial advisor to discuss retirement income, tax-efficient strategies, investments, and long-term financial planning.

Your Financial Future Starts Here

In-Person. Personal. Purposeful.

Local, Personalized
Advice For Louisiana
Families

In-Person Meetings
At Our Convenient
Locations

CFP® | AIF®
Fiduciary-Focused
Advice

Serving Clients
Throughout
Louisiana

AS FEATURED IN:

Schedule Your Complimentary In-Person Consultation

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SCHEDULE AN IN-PERSON CONSULTATION

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Personalized Guidance

Why Meet In-Person with Gregory Ricks Total Wealth?

Personalized Attention
Face-to-face conversations tailored to your unique situation.

Local Expertise You Can Trust
Proudly serving Louisiana families with deep community roots.

Fiduciary-First Approach
Independent advice always focused on your best interests.

Long-Term Partnership
We're here for you today and for generations to come.

What To Expect

1.

Schedule your consultation

2.

Confirm your meeting details

3.

Meet in-person with your advisor

4.

Receive personalized recommendations

Reviews on Google

Common Questions

How does a virtual financial consultation work?

A virtual financial consultation is a complimentary, remote meeting with an advisor by phone or Zoom. Gregory Ricks Total Wealth simplifies the process by reviewing your goals, current finances, retirement timeline and key concerns with you in a secure setting. In most cases, you can discuss retirement planning, income needs, investment strategy and next steps during the same meeting.

What services does Gregory Ricks Total Wealth provide?

Who does Gregory Ricks Total Wealth work with?

What can I expect during the retirement planning process?

What are some common reasons people seek help with retirement?

How do you customize your approach for different clients?

Ready To Take The
Next Step?

Let's build a plan for your financial future – together.

In-Person Consultation

(504) 832-9200

Navigate Retirement With Confidence

Your Financial Future Starts Here

AS FEATURED IN:

Schedule Your Complimentary In-Person Consultation

No Obligation

Your Information Is Confidential

Personalized Guidance

Why Meet In-Person with Gregory Ricks Total Wealth?

Personalized Attention

Local Expertise You Can Trust

Fiduciary-First Approach

Long-Term Partnership