Background
01
Background
Touchback
Just getting the drive started. You're in the right place.
02
Background
First down and then some!
You're with an advisor and looking strong.
03
Background
The game plan is working nicely
and you're moving down the field.
04
Background
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.

More About YOU

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.

More About ME

Recent Articles

CategoriesFinancial QB TV Videos, Investor Behavior, Retirement, The Stock Market, Using A 401(k) by

Stop ESG Investing

If you are saving for retirement (or retired) it is in your best interest to get as much out of…

Read More
CategoriesFinancial QB TV Videos, Retirement, Retirement Income by

Are You Considering Delaying Retirement

Have you been thinking about delaying retirement? If so, you’re not alone. According to a recent survey of American workers,…

Read More
CategoriesFinancial QB TV Videos, Retirement Income, Risk, The Stock Market by

Stocks Can Destroy Your Retirement

There is a retirement income “rule of thumb” that states that once you retire you can basically invest in the…

Read More

ARE YOU LOOKING FOR
ASSISTANCE WITH PLANNING
FOR YOUR RETIREMENT?

SCHEDULE A MEETING