Investor Education
By now, you’ve probably heard about the Gamestop/Reddit saga on Wall Street. Since there’s a Netflix movie coming about the topic, I won’t go deep
March 2, 2021
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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.
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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.
Fixed Income
Money Tips For Single Income Families
Living on one income doesn’t necessarily mean sacrificing what’s most important to you. By planning and saving smartly, single income families like yours can reap
February 18, 2021
Uncategorized
Financial Tips I Wish I’d Known Sooner
Did you know that a whopping two in three families don’t have an emergency savings fund? Is it any wonder, then, that over half (53%)
February 9, 2021