Cepak Financial Services

HistoryMy practice began with my love for income taxes (the government necessity) and the enjoyment of working with people to find solutions to everyday issues. After 12 years of doing income taxes, I realized that people trusted me but they needed additional services that I was not providing. So in 1989 I began getting insurance and securities licensed and pursuing the appropriate education to further serve a client in matters that encompassed a complete and successful financial program. My practice today still provides the tenets of wealth management and tax compliance with an emphasis on seniors.SpecialtiesWealth Management and Tax Compliance for individuals and small businesses.

Ricker Retirement Specialist is a financial planning and investment firm based in Garland, TX. They offer a values-based approach to financial planning, helping clients align their finances with their core values. Their innovative process includes a customized 3D Assessment that helps clients outline their values and develop a unique Wealth Strategy to secure their financial future. With a focus on serving wealth optimizers and wealth builders, Ricker Retirement Specialist provides comprehensive financial planning services tailored to each client's specific needs. They are a fee-based firm, striving to align their compensation with the best interest of their clients. Their team of experts is dedicated to guiding clients through every step of the financial planning process.Generated from the website