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

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

When planning for retirement, many people focus on maximizing the return on their investments. While growing your money is important, there’s an often-overlooked aspect of financial security in retirement: keeping a healthy amount of cash readily available. Having quick access...

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...

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