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
When it comes to investing for retirement, understanding how your money is taxed is just as important as where it’s invested. Unfortunately, most people don’t really understand the difference between taxable, tax-deferred, and tax-free investing — or how their marginal...
As a certified financial planner with decades of experience guiding everyday Americans toward secure retirements, I’ve seen how 401(k) plans anchor millions of workers’ financial futures. These employer-sponsored accounts let you save pre-tax dollars and invest in stocks, bonds, or...
Every so often, people wonder if it’s even worth investing in the stock market anymore. After all, hasn’t everything already been invented? We have cars, smartphones, streaming, medicine that cures diseases, and technology that connects the world in seconds. If...