Uncategorized
Investing can seem a challenging world to break into, or even understand sometimes. There are ETFs, stocks, bonds, mutual funds, CDs…and who could forget the
January 26, 2021
Are you looking for assistance with planning for your retirement?
About YOU
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.
See if Richard E. Reyes, CFP®, The Financial Quarterback™ is the right fit for you.
Meet
Richard E. Reyes
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.
Our Process
You are our priority.
We focus on YOU!
We are a financial planner, investment advisor, and coach.
Strikingly different to what you’re used to from other financial advisors.
Articles/Publications
Are you faced with (or hoping for) an early retirement? Then you’ll want to do your homework to learn how to retire early without hurting
January 11, 2021
Annuities
Most financial advisors either love them or hate them. Are annuities the right retirement option for you? Are you planning for retirement? If so, you
December 21, 2020