Improving the retirement experience of our clients since 1968

The Ricker Retirement Specialists Difference

  • Thorough knowledge of Dallas- and Fort Worth-area company pensions and 401(k) savings plans
  • Experience in integrating company’s benefits into plans for retirement
  • Customized, written financial plans to help enhance returns through coordination of tax planning
  • Investment allocations and risk management
  • Independent investment advice and a history and experience of creating retirement income strategies
  • Strong network of experts as strategic partners, such as CPAs, estate planning attorneys, and insurance providers
  • Long-term relationships between financial advisors and clients
  • Outstanding service team with more than 90 percent of clients coming from referrals

Our Mission

To improve the retirement experience of our clients through personalized strategies, realistic advice, and solid, life-long relationships.

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Get Answers to Your Retirement Planning Questions

  • When can I afford to retire?
  • How long will my money last?
  • How will taxes impact my plan?
  • How do I choose an investment strategy that can help preserve my assets?

You’ve worked a long time, diligently saving along the way

There is a great deal that goes into planning for a successful retirement. Our team of specialists has the experience and knowledge to help you complete every step of the process with confidence and certainty.

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Ask how we can help today!

Contact us to sign up for a Retire Smart Seminar or schedule an free, no-obligation initial consultation with an advisor.