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Improving The Retirement Experience of Our Clients Since 1968

Financial Retirement Planning - Serving Garland, Frisco and the Surrounding Areas

Ricker Retirement Specialists is a family-owned-and-operated firm, specializing in retirement planning. Our CERTIFIED FINANCIAL PLANNER™ professionals create and implement customized financial plans for individuals through investment management, income strategies, and tax planning. Our clients benefit from our expertise in integrating their employer-provided 401(k) and pension plans and potentially maximizing the benefits of planning early. We focus on increasing confidence for individuals age 50 and older or within 10 years of retirement.

We invite you to experience how our "Realistic Advice to Grow and Live On" philosophy makes us unique. Take control of your financial future with the help of Ricker Retirement. Attend one of our free Retirement Planning Seminars to learn how you can prepare yourself for the financially secure retirement you desire. Don't miss out, as spots are limited. Register now!

  • Learn more about Retirement

    We have had over 7,500 attend our educational events due to our no charge, educational approach.

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  • Get Advice and Create a Plan

    Create a custom retirement plan based on your personal financial position and goals. Schedule a meeting with a Certified Financial PlannerTM professional.

    Get Started Today!

  • Educate your workforce

    Let us provide you guidance and the resources to help your employees understand and better define their financial goals.

    Help Your Employees Plan!

Helpful Content

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

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

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Should You Ever Retire?

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

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

What to Do When You Lose Your Wallet

There are things you can do to keep yourself safe when you lose your wallet.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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