Client Portal | North Texas Wealth Management | Allen, TX

Client Portal

Our resource library is stocked with material tailored to your individual needs. You are free to use these resources as much and often as you want. Whatever the case may be, we’ll be by your side every step of the way. Log in to your account now to define your financial future.

Current Client Advisory Board Members

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People We've Helped

“My wife and I have been with NTW for 13 years and could not be more pleased with their services. From the very first meeting and now 10 years into retirement, I can say that we are grateful to Rob for keeping us on track with our financial goals.”

Gary G

“Our experience with NTWM has eased our concerns about our future retirement years. Rob and Lillie have been professional and detailed in outlining our financial goals and plans. We feel fortunate to have them assisting us and highly recommend them!”

Joanne R

“Professional, courteous, and extremely knowledgeable financial professionals at North Texas Wealth Management!”

Andy S

“Excellent retirement specialists helping us plan for our future! Lots of people I work with use Ricker and continue to recommend them to others.”

Linda D

“Great team to plan your retirement.”

Mona W

“We have been using North Texas Wealth Management for many years now. Rob, Lillie and the whole staff make you feel like you were family. Thank you for your professionalism.”

William D

“Have ‘worked’ with NTWM for 8+ years and they helped get us ready to retire and then ever since (we retired 3 years ago). Cannot thank NTWM enough.”

Paul K

“I highly recommend North Texas Wealth Management (formerly Ricker Retirement Specialists). I recently retired from a major defense contractor, where I worked with incredibly intelligent engineers who don’t do anything without a thorough, detailed, and complete analysis and assessment. When it came to choosing a wealth & retirement management company prior to my retirement, the co-workers that had just retired or were about to retire, all gave the same recommendation: North Texas Wealth Management. At the time, Ricker’s focus was retirement management. When my wife and I were ready to retire, we met with the company’s CEO, Mike Crews, who drew up an initial plan and handled the account transfers, pension application, and other details. Mike did all the ‘heavy lifting’. More importantly, Mike walked us through the retirement management plan they had established and assured us that our position enabled us to proceed with retiring at that time. Since then, the business has expanded beyond their original focus on retirement management into a more comprehensive wealth management service provider. After our financial / retirement plan was initially established, our plan has subsequently been managed by Robert Cody, one of North Texas Wealth Management’s Certified Financial Planners. Rob has done a fantastic job managing our finances. He meets with us on a regular basis to review our plan, discuss changes, and answer any questions we may have. After being retired now for just over 3 years, we have complete peace and confidence knowing that Rob and the team at North Texas Wealth Management are hard at work ensuring our finances are being professionally managed. We also greatly appreciate the professionalism, assistance, and service provided by Lillie Ware, a Paraplanner with North Texas Wealth Management. Working together with Rob, Lillie has assisted with the management of our plan, going to great lengths to make our experience as a client a positive one. It is always a pleasure to work with Lillie and Rob. If you are in the early years of your career and are thinking that one day you will look into establishing a retirement savings, or develop a financial plan for the road ahead, don’t wait another day. Today is that day. And North Texas Wealth Management has a proven track record for providing the services and guidance you will need. They came highly recommended to me by friends, family, and co-workers that I trust. I highly recommend them and will continue to refer them to others”

Jules S

“My husband and I have been clients of North Texas Wealth Management (formerly Ricker Retirement Specialists) for 15 years since retiring, and we couldn’t be more pleased with the management of our money. When goals change, adjustments are made.”

Nita H

“My husband Dennis and I placed our financial future in the well-qualified hands of the team at NTWM. We know we made the right decision! Mike Crews, Rob Cody, and Lilli Ware are terrific! We have been clients of both Mike and Rob for 10+ years. My husband and I make “decent” salaries but we’re certainly not the 1%… We were concerned that we didn’t have enough money to engage with a Certified Financial Planner, and I was wrong! We receive the guidance we need to understand what our future will look like, and I’m happy to share we know we’ve made the best choice in NTWM”

Maureen F

Strategic Partners

Legal

Elder Law and Medicaid Planning
Michael B. Cohen, Attorney & Counselor at Law
dallaselderlawyer.com | (214) 720-0102

Elder Law and Estate Planning
Erin W. Peirce, Attorney
leulawfirm.com | (972) 996-2540

Special Needs, Estate Planning & Probate
Jennifer Finch, Associate Attorney
jennifer@weekslawfirm.com | (214) 269-4290

Family Estate Law
Mark O’Briant, Attorney at Law
obriantlaw@aol.com | (972) 239-4800

Guardianships & Special Needs Trusts
Richard D. O’Conor, Jr., Attorney at Law
roconnor@airmail.net | (214) 691-3400

Tax Law & Asset Protection
William E. Johnson, III
TaxAtty@wejohnsoniii.com | (214) 922-8884

Real Estate Law
Phillip M. Ruais, Attorney at Law
ruaislaw.com | (214) 572-2109

Tax

Certified Public Accountant
Matt Foley, CPA
tax@jhandco.com | (512) 200-4292

Certified Public Accountant
Cathy Clopton, CPA
cathy@cloptoncpa.com | (972) 272-6478

Insurance

Auto-Home-Life Insurance
Nat Hasnat, FSCP
nat.hasnat@libertymutual.com | (214) 250-5963

Lending / Real estate

Mortgage Loans
Crystal Ramsey
crystal.ramsey@highlandloansource.com | (214) 937-3621

Realtors
The Colleen Frost Team
Colleen Frost, Realtor
colleen.frost@gmail.com | (214) 284-1080

Keller Williams
Ryan Cave, Realtor
ryan@caverealty.com | (214) 789-9366

Travel

Leisure World
Marilyn E. Board, Travel Associate
mboard@ntin.net | (214) 924-1009

You are under no obligation to use the services of any of the individuals or entities listed, and may choose any qualified professional to provide any of the services described above. The individuals and entities listed are not affiliated with LPL Financial or North Texas Wealth Management.