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

Retirement planning is a complex puzzle, and structuring your retirement income is one of its most critical pieces. With life expectancies increasing and economic uncertainties persisting, ensuring a sustainable income stream throughout retirement is more challenging than ever. Numerous strategies...

The stock market is a complex beast, often described as unpredictable in the short term. Why? Because it reflects the minute-by-minute decisions of roughly 7 billion people. If individuals struggle to predict their own actions an hour from now, how...

Because retirement planning isn’t just about money—it’s about making sure every piece fits. Retirement isn’t something you just walk into—at least not without a little preparation. If you want to avoid surprises (and stress), you’ll need to talk to the...

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