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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
Because retirement planning isn’t just about money—it’s about making sure every piece fits. Retirement isn’t something you just walk into—at least not without a little preparation. If you want to avoid surprises (and stress), you’ll need to talk to the...
Imagine the days of old ships powered by sails. The fastest ones, called clipper ships, were built to race across the ocean, carrying tea from China. They were sleek, with tons of sails and a deep keel—think of it like...
More Americans than ever are living longer lives. But with longer life comes a higher risk of neurological diseases—especially Alzheimer’s and Parkinson’s. These conditions not only affect memory and movement, but they also come with long-term care needs that can...