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Gregory Ricks & Associates near Slidell, Louisiana

We offer estate planning for Slidell.

The estate planning experts from Gregory Ricks & Associates are here to help you secure your family’s financial future. When you visit us, we can discuss wills and trusts, wealth transfers, death taxes, charitable donations, probate expenses and more. If you want to guarantee a comfortable future for your loved ones, you’ll want to manage your investments now and in the future.

Our Services

At Gregory Ricks & Associates, we provide these services, or have experts within our network who can handle them for you near the Slidell area:

  • Retirement/Income Strategies
  • Wealth Accumulation
  • Asset Protection
  • Tax-Favored Planning
  • Long-Term Care Protection
  • Estate Planning
  • IRA Legacy Planning
  • Trusts
  • Life Insurance
  • Senior Life Insurance
  • Investment Advisory
  • Charitable Giving Strategies
  • Income Planning
  • IRA & 401(k) Rollovers
  • Annuity
  • Fixed Annuity
  • Fixed Index Annuity
  • Immediate Annuities
  • Variable Annuity
  • Financial Planning
  • Financial Advisor
  • Financial Planner
  • Financial Professional
  • Infinite Banking
  • Investment Advisor
  • College Funding Strategies
  • Wealth Management

Why Hire a Professional for Estate Planning near Slidell?

Depending on your lifestyle priorities, family situation and many other variables, your retirement objectives are not going to be identical to anyone else’s. We pride ourselves on our customized approach to each individual scenario. Let us assist you in living out the lifestyle you desire.

The means, by which your accounts are taxed, be they 401(k), IRA, or other investments, can dramatically affect the amount you yield out of them, over both the short and the long term. To prevent paying more than your fair share of taxes, the way your accounts are structured is very important. Not to mention if you want to have money remaining to provide to your family or favored organizations.

If you already have trusted financial professionals working on your retirement and estate planning, we can collaborate with them whenever necessary. Otherwise, our own network of CPAs, estate planning attorneys, and other professionals will be happy to assist.

Contact Us

To schedule a time to discuss your financial future in Slidell, e-mail Gregory Ricks & Associates or call 504-832-9200 today!