How did I ever have time to work?

Are you looking for assistance with planning for your retirement?

Retirement planning is too important to trust to templates. Plan 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.


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.

Investing For Beginners
David Forman

Investing For Beginners

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

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Why & How to Retire Early
Richard E. Reyes, CFP®

Why and How to Retire Early

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

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Are Annuities Worth It?
Richard E. Reyes, CFP®

Are Annuities Worth It?

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

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