Welcome to Gregory Ricks & Associates Estate & Retirement Planning
Gregory Ricks and Associates Estate and Retirement Planning is a full service financial advisory firm in New Orleans, LA. Over the course of 20 years living in the area Gregory Mr. Ricks has the unique abilities to design portfolios that are non-correlated to the markets and provide insight to market conditions that effect investors portfolios
Each of our clients enjoys our expertise in assisting them with the following planning areas:
- Portfolio Investment Management – we design a portfolio unique to your circumstances in order to match your investment goals with your investment tools.
- Retirement Portfolio Tax Management – often your largest tax liability, we evaluate your options for tax-free distribution strategies.
- Retirement Income Management – provide you guaranteed income that increases over time while protecting your principal.
- Annual Income Tax Management- initial and ongoing evaluation of income tax return to ensure you are taking advantage of all opportunities to reduce your annual tax liability.
- Estate Distribution Planning – strategies that help you structure a meaningful distribution of your assest in the manner you desire.
- Legacy Planning – we assist you in developing a legacy for your family (or charities) that supports your value system in a positive and meaningful way.
To address each and every one of our client’s goals and objectives we utilize a team approach of specialists because we understand that no one can be “all things to all people.” We may elect to bring in depending on your circumstances, CPA’s, Attorneys, Long Term Care Specialists and even outside portfolio managers to ensure that your needs are addressed to the highest level.
Gregory Ricks and Associates 