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TX- 2369721;  CA Non-Resident License # 4241488;  LA- 954896;  OK- 3001256419;
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About Us

About Us Appreciation Financial

Regardless of your career, we can help you create an income that you will never outlive so that you can retire with dignity. Retirement planning can be confusing with many IRA, 401k, Roth IRA, 403(b), IUL, and retirement income options available. We are licensed agents with the knowledge and experience you need to answer your questions and provide a personalized analysis of your portfolio. With your best interests as a top priority, we will help you plan and invest for a retirement designed for success. We are experts in most retirement areas, including safe money options, estate planning, life insurance, and long-term care solutions. Get the encouragement and support you need to take the next step in achieving your financial dreams.
About Us
owner Ric Carrol

RIC (ERIC) L. CARROLL

Field Vice President

ECarroll@appreciationfinancial.com

214 796-5626

OVERVIEW

Ric Carroll is a Financial Educator, Financial Services Professional, Licensed Insurance Agent, and Field Vice President with Appreciation Financial. He currently lives with his wife Katia in Grand Prairie, Texas in the heart of the Dallas, Fort Worth Metroplex.
Prior to joining Appreciation Financial, Ric worked with Game Changing Benefits- Insurance Agent, Century Link – Account Executive, AT&T- Account Manager/Executive, Supreme Lending- Senior Loan Officer and Countrywide Home Loans as a Personal Loan Consultant. He served in the United States Army from 1987-1991 and the U.S. Army National Guard 1991-1994 during the Desert Storm Campaign. Originally from small town in East Texas, attending Canton Elementary, Canton Junior High School, and Canton High School.

Education

The University of Texas at Arlington – Arlington, TX

-Advertising Concentration – Major
-Business Marketing Concentration – Minor
-Member – Student Congress – Liberal Arts Representative 1996
-Member- Excel Student Activities 1994
-Member – Beta Theta Pi Fraternity 1991-1998 (President 1995, Pledge Educator 1993,1994, Vice President 1996
-Member PLT – Peer Leadership Trainers 1992-93
-Award – UTA’s Most Outstanding Fraternity President – 1995
-Award- Intra Fraternal Council’s Outstanding Scholastic Achievement 4.0 – 1998
The United States Army
-Primary Leadership Development Course – NCO Academy Schofield Barracks, HI – 1990
-U.S Army School of Electronics & Radio Operations/Repair – Fort Sill, OK
-Award- Commanding Generals Award – Ft Leonard Wood, MO – 1987
-Award – Army Achievement Medal – 1990

The United States Army

-Primary Leadership Development Course – NCO Academy Schofield Barracks, HI – 1990
-U.S Army School of Electronics & Radio Operations/Repair – Fort Sill, OK
-Award- Commanding Generals Award– Ft Leonard Wood, MO – 1987
-Award- Army Achievement Medal – 1990

Professional Affiliations

The American Legion – Post # 184 – Grand Prairie, TX – Treasure – 2021-22
The Arlington Alumni Association o f Beta Theta Pi –
Social Vice President 2012-2021

State Accreditations and Licenses

-Texas (Resident) State License # 2369721
-Oklahoma (Non- Resident) State License # 3001256419
-Louisiana (Non- Resident) State License # 954896
-Washington (Non- Resident) State License # 1081471
-Nevada (Non- Resident) State License # 3723544
-North Carolina (Non- Resident) State License # 18981186
-CA (Non-Resident) License # 4241488

Ric Carrol
I help a lot of people create life-changing wealth, and get better every day! I educate teachers, public and government employees on their pension plans and guide them to a successful retirement. I help people to fulfill their retirement needs, eliminate risk, and protect their wealth. Teachers are always spending their time helping others that they seldom take the time to care for their own needs. Working as a substitute teacher or as a greeter at Walmart is not a successful retirement plan! I am an expert in most retirement areas, including safe money options, estate planning, life insurance, debt solutions, and even long-term care solutions. I work on behalf of you, not any specific insurance company, so I can be impartial and unbiased to make sure that it’s truly the best for you. I have access to most district-approved 403b providers, IRA companies, and insurance companies that are available in the country, so I won’t force you into a sole company that I represent. I can custom tailor a strategy to fit your needs instead of making you fit mine
If you want help with your TRS, TMRS, DPFPS, FERS, or ERS Pension Plan, Social Security, or creating an income that you can never outlive, then I can help you.

DO YOU WANT TO BE SAFE?
DO YOU WANT TO BE IN CONTROL?
DO YOU WANT TO BE IN CHARGE OF YOUR
FINANCIAL FUTURE AND YOUR RETIREMENT?

If so, invest 15 minutes so you can have the retirement that you deserve!
Book an Appointment

Get in Touch

214.796.5626

ecarroll@appreciationfinancial.com

TX- 2369721;  CA Non-Resident License # 4241488;  LA- 954896;  OK- 3001256419;

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BUSINESS HOURS

Mon – Fri: 8:00 am – 7:00 pm
Saturday: 9:00 am – 2:00 pm
Sunday: Closed
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