Experience Values-Based Financial Planning with NTX Wealth
Servicing Allen, Plano, Frisco, Mckinney, Prosper and more.
Life Planning, Financial Planning, Investment Management
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The NTX Wealth Process
Whether you are close to retirement, achieving your peak career goals, or just starting your
financial planning, we help you optimize your saving, investing, tax or estate planning, and overall
financial risk management.
The 3D AssessmentTM is our introductory conversation led by one of our CERTIFIED FINANCIAL
PLANNERTM practitioners designed to uncover your “why” and help you visualize and pursue what
matters most to you.
Our financial planning process utilizes WealthVisionsm technology to enable collaboration between
the planner and the client. We empower our clients with tools to visualize the outcomes of
different possible choices and help them optimize their decisions.
Our investment committee meets regularly to review portfolio performance, perform due diligence
on investment holdings, and analyze third party research and quantitative data that drives
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!
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' and made the experience of transitioning into retirement 'painless'. 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. So regardless of where you're at in your financial planning journey, North Texas Wealth Management is there to help ensure you meet your financial goals and enjoy your future retirement.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. The real testimony to Rob's performance is in the results that he and North Texas Wealth Management have achieved. 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. And based on their performance, I highly recommend them and will continue to refer them to others.
Have 'worked' with NTWM for 8+ years and they helped get us ready to retire and then ever since (we retired 3 years ago) - a different firm said we were not going to be able to retire until our mid 80's but NTWM has proven that firm was wrong. Cannot thank NTWM enough.