Financial Planning
All the financial experts say debt is bad. Should I pay off my mortgage as early as I can? Sooner or later, every homeowner
June 1, 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.
Financial Planning
Everyone Has Their Own Investment Playbook
Unless you’re living under a rock, you know that Tom Brady has made it to the Super Bowl a few times. Ten, to be exact.
April 16, 2021
Financial Planning
How Charitable Contributions Affect Your Finances
When you donate money to charity, it not only can make a big difference in someone’s life, it can also reduce your tax liability by
April 6, 2021