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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
Political news is everywhere, dominating conversations and stirring emotions. It’s tempting for investors to react to these developments, whether it’s debates over tariffs, inflation concerns, or discussions about immigration policies. But making changes to your portfolio based on political headlines—or...
When people retire, they often wonder what to do with the money in their 401(k) from their former employer. Be careful about withdrawing all the money at once just because you can. While there’s no tax penalty for withdrawing after...
As a financial advisor, I’m sometimes told to be ‘neutral’ about politics when discussing your money. But when it comes to securing your financial future, there’s no room for gray areas. Let’s talk straight about three policies that, no matter...