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Your Financial Partners Your Needs, Our Focus Simplifying The Complex Financial Guidance

Improving The Retirement Experience of Our Clients Since 1968

Ricker Retirement Specialists is a financial planning and investment firm specializing in retirement planning. Our CERTIFIED FINANCIAL PLANNERtm professionals create and implement customized financial plans for individuals through investment management, income strategies, and tax planning. Our clients benefit from our expertise in understanding their employer-provided 401(k) and pension plans and how to integrate them into an optimal distribution plan. We focus on working with near-retirees--individuals age 55 and older or within 10 years of retirement.

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Our Services

Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term.


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Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Estimate your monthly and annual income from various IRA types.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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How federal estate taxes work, plus estate management documents and tactics.

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There are some smart strategies that may help you pursue your investment objectives

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Using smart management to get more of what you want and free up assets to invest.

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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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When do you need a will? The answer is easy: Right Now.

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Investors seeking world investments can choose between global and international funds. What's the difference?

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Have you found yourself suddenly single? Here are 3 steps to take right now.

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