The Financial Quarterback
Welcome to Our Website!

  • Are you retired or highly focused on securing your retirement and financial dreams?

  • Are you ready for one of life’s biggest challenges going from a regular paycheck to no longer getting a paycheck for the work you do?

  • Do you feel overloaded with information from the media?

  • Are you tired of placing blind trust in your financial planner, worrying about your money and buying more products?

  • Do you prefer full disclosure from an independent investor coach over hidden fees, hidden agendas & commissions?

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Then WELCOME to the Firm your current "Financial
Planner" was hoping you wouldn't find!

Richard E. Reyes, CFP® represents the next generation of financial advice Investor Coaching. Richard has spent years as an investor coach providing sleep well at night solutions for retired and near-retired individuals.  Financial advice and investments don’t have to be complicated, hard to understand, or stressful. Your financial situation may be complex, but it is our goal to make sure the process is not. The Investor coaching process will give you “Peace of Mind”, so you can stop worrying about your future and sleep well at night.

Now that you've found the Investor Coach...
"How do you picture the rest of your life?"

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About Us
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Coaching Vs. Planning
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Video Blog
Want Richard To Speak To Your Group?
Creating Retirement Income
About IRA Rollover Tools

Contact Us

The Financial Quarterback ™
125 S. Swoope Avenue, Suite 109
Maitland, FL 32751

Phone: 407.622.6669
     Fax: 407.599.9243

 


CFP(TM), CERTIFIED FINANCIAL PLANNER(TM), and the CFP symbol () are marks owned by the Certified Financial Planner Board of Standards, Inc.
These marks are awarded to individuals who successfully complete the CFP(TM) Board's initial and ongoing certification requirements.

Disclaimer: Investment advisory services offered through Wealth and Business Planning Group, LLC., A Registered Investment Advisor. Wealth and Business Planning Group, LLC (The Financial Quarterback™) is a Registered Investment Advisor in the State of Florida which offers Fee Planning and Asset Management. Annuity and Insurance services offered through Wealth and Business Planning Group, LLC (The Financial Quarterback™) . Depending on your state of residence, Wealth and Business Planning Group, LLC (The Financial Quarterback™) may not be able to immediately provide services. Use or viewing of this site acknowledges that you have read, understand and will abide by our terms of use, legal notices, and disclaimers.