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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
More Americans than ever are living longer lives. But with longer life comes a higher risk of neurological diseases—especially Alzheimer’s and Parkinson’s. These conditions not only affect memory and movement, but they also come with long-term care needs that can...
If you’re a young investor watching the stock market dip in 2025, you might be feeling a little uneasy. Headlines are filled with talk of a slowing economy, recession fears, and market selloffs. But here’s the truth: none of that...
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...