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.
Learn more about Retirement
We have had over 7,500 attend our educational events due to our no charge, no investment selling, 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.Learn more
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Being healthy not only makes you feel good, it may also help you financially.
Here are six flags that may make your tax return prime for an IRS audit.
Gaining a better understanding of municipal bonds makes more sense than ever.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Are you ready for retirement? Here are five words you should consider.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It's easy to let investments accumulate like the junk in a junk drawer.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.