Touchback
Just getting the drive started.
You're in the right place.
First down and then some!
You're with an advisor and looking strong.
The game plan is working nicely
and you're moving down the field.
You've entered the redzone
and now retirement is just a few smart plays away!

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

When people retire, they often wonder what to do with the money in their 401(k) from their former employer. Be careful about withdrawing all the money at once just because you can. While there’s no tax penalty for withdrawing after...

As a financial advisor, I’m sometimes told to be ‘neutral’ about politics when discussing your money. But when it comes to securing your financial future, there’s no room for gray areas. Let’s talk straight about three policies that, no matter...

Life still happens in retirement and at some point you will need a newer car. When deciding whether to buy a new or used car, it’s essential to weigh the pros and cons of each. Let’s break down the key...

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