Plan with Purpose. Retire with Joy.
Ricken Financial works to help you, our clients, make informed retirement decisions. With your retirement goals in mind, we personalize plans that consider tax implications, income strategies, healthcare needs, asset management strategies, and legacy preservation.
Your Retirement. Our Family’s Mission.
We’re not just here to manage your money—we’re here to help you live a life that matters. Whether you’re five years from retirement or already there, we’ll help you align your finances with what truly feeds your soul. Our Purpose Approach™ process starts with one question: What do you want your life to feel like?
Trusted Voices in Retirement Planning
Kickin’ with the Rickens
Tune in live or stream anytime as we share valuable tips, real-life stories, and experienced guidance to help you navigate the journey to and through retirement.
Trusted Financial Insights – On Television!
The Ricken Financial team has been featured on CBS St. Louis, including appearances on Great Day St. Louis and CBS Sunday Morning, discussing strategies designed to help families approach retirement with clarity and confidence.
Where are you on your retirement journey?
I’m in the midst of my career and looking for investment guidance.
GET STARTEDI’m nearing retirement and need to plan for the next stage of my life.
GET STARTEDI’m in retirement want to get the most value out of my investments.
GET STARTEDFollowing Our Purpose
The Purpose Approach is more than a financial strategy—it’s a mindset shift. We guide you through a thoughtful process that aligns your money with your values, so you can retire with purpose and peace.
We’ll help you:
- Define what a meaningful retirement looks like
- Build a tax-efficient income strategy
- Plan your legacy with confidence
- Replace your paycheck with reliable income
Helping You Achieve the Retirement You Deserve
Retirement
Income Planning
Tax-Efficient
Strategies
Investment
Planning
Life Insurance
Planning
Healthcare
Planning
Legacy
Planning
Social Security
Maximization
Educational
Workshops
Frequently Asked Questions
What makes Ricken Financial different?
We’re a family-owned firm that believes retirement planning should go beyond the numbers. Our Purpose Approach focuses on aligning your finances with what truly matters most to you and helping you prepare for retirement with greater clarity and confidence.
Who do you typically work with?
We primarily work with individuals and couples who are nearing retirement or already retired and want a clearer plan for income, taxes, and long-term financial confidence.
Do I need a certain amount saved to get started?
If you’re approaching retirement and serious about creating a plan, it’s worth having a conversation. We’ll help you determine if we’re the right fit during your initial visit.
What happens in the first meeting?
It’s a simple, no-pressure conversation. We’ll talk about your goals, your concerns, and what you want your retirement to feel like—then outline what the next steps could look like.
What is The Purpose Approach™?
It’s our step-by-step planning process designed to connect your financial strategy with your values. We focus on income, tax efficiency, legacy planning, and creating a retirement that feels meaningful—not just secure.
Do you offer tax planning or just investments?
We take a comprehensive approach—looking at income, tax strategies, investments, healthcare, and legacy planning together so everything works in sync.
Can I just come to an educational workshop first?
Absolutely. Many people start by attending one of our workshops to learn more before scheduling a one-on-one conversation.
Where are you located?
We’re based in St. Louis, Missouri, and proudly serve individuals and families both locally and beyond.
How do I get started?
Just fill out the form above or give us a call. From there, we’ll schedule a time to connect and see if we’re a good fit.
Schedule a Complimentary Consultation
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