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.
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.
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!
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
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.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
It's important to make sure your retirement strategy anticipates health-care expenses.
Is your estate in order? This short quiz may help you assess your overall strategy.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Taking your Social Security benefits at the right time may help maximize your benefit.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you have causes that you want to support with donations? Here are three tips.
Do you know how Brexit will affect you?
When do you need a will? The answer is easy: right now.
Understanding the cycle of investing may help you avoid easy pitfalls.