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About Us
We work with a small number of clients. They all have their own personal goals and objectives, but they all have the same qualities which make them an ideal fit to work with us.
Meet Richard E. Reyes CFP®
Richard E. Reyes, CFP®, The Financial Quarterback™ provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client’s needs.
It’s not only about retiring, but more importantly about formulating a plan to stay retired.
Recent Articles
Traditionally, retirement meant stopping work entirely around age 65 and relying on pensions and Social Security. However, as pensions become rarer and life expectancy increases, many are reconsidering their approach. The COVID-19 pandemic also reshaped the workforce, prompting some to...
When planning for retirement, many people focus on maximizing the return on their investments. While growing your money is important, there’s an often-overlooked aspect of financial security in retirement: keeping a healthy amount of cash readily available. Having quick access...
Political news is everywhere, dominating conversations and stirring emotions. It’s tempting for investors to react to these developments, whether it’s debates over tariffs, inflation concerns, or discussions about immigration policies. But making changes to your portfolio based on political headlines—or...