Richard E. Reyes, CFP®
The Financial Quarterback™
MY STORY
Years ago I was working diligently doing my job as an investment advisor, wealth manager, or financial planner (I was never sure what to call myself back then). As far as I understood it, my job was to search for investments that would generate above average returns for my clients. That’s what the entire industry was built on and really, that’s what clients thought they hired me to do. Now think about this for a moment…the entire industry is based on the idea that their job is to find the best investments, and in the process, they are “killing the investor” and keeping YOU from meeting the challenges of being able to retire and stay retired.
When I realized these implications, my entire job and mission changed. I realized that investment success is not at all about skill—it is about having a process, a plan, and good behavior. Financial planning does not end nor begin with the words, “Buy, Sell or Hold.” My real job and passion is to help YOU create sleep well at night solutions in order to not only help you retire, but to make sure YOU stay retired.
