In many marriages, conversations about finances often take a back seat. However, it’s vital for husbands to break this norm…
Read More
HOW DID I EVER HAVE TIME TO WORK?
SCHEDULE A MEETING
01
Touchback
Just getting the drive started.
You're in the right place.
02
First down and then some!
You're with an advisor and looking strong.
03
The game plan is working nicely
and you're moving down the field.
04
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
CategoriesAsset Allocation, Financial QB TV Videos, The Stock Market, Uncategorized by Richard E. Reyes, CFP®
The Only Way to Measure Performance
This is the time of year everyone’s looking at how their investments performed. Don’t make the HUGE MISTAKE most other…
Read MoreFor generations, owning a home in the United States has been synonymous with financial stability and success. The idea is…
Read More