You're in the right place.
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
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...
Retirement is a significant life transition, not just financially but emotionally and relationally. While many couples eagerly plan their golden years together, one question often goes unasked: Are both partners ready to retire at the same time?
...
There has been increasing talk of taxing unrealized capital gains, especially targeting individuals with assets over $100 million. While this might sound like a good way to ensure the ultra-wealthy pay their “fair share,” there are significant downsides to this...