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Tag: working with a financial advisor

CategoriesFinancial Planning, Financial QB TV VideosJune 6, 2018November 16, 2021 by Richard E. Reyes, CFP®

Should You Have A Financial Advisor?

Not everyone should have a financial advisor but everyone would benefit from hiring the right one. Here are a few benefits a good comprehensive advisor brings to your overall financial picture. Read More

CategoriesAsset Allocation, Financial Planning, Financial QB TV Videos, Investor Behavior, The Stock MarketMarch 16, 2017November 16, 2021 by Richard E. Reyes, CFP®

5 Investing Tips for March Madness

March Madness is here again and I want to take these 5 steps to investing and help you win your Bracketology. Read More

CategoriesFinancial Planning, Financial QB TV Videos, RetirementMarch 17, 2016November 16, 2021 by Richard E. Reyes, CFP®

I Would Love to Help

Check out a recent letter received by Richard E. Reyes, CFP from a couple asking for help. Richard provides a detailed description of his clients. Read More

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Richard E. Reyes, CFP®, The Financial Quarterback™, Wealth & Business Planning Group, LLC
Copyright 2024 The Financial Quarterback™ • CFP ® CERTIFIED FINANCIAL PLANNER ® and the CFP symbol are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP™ Boards initial and ongoing certification requirements. Investment advisory services offered through Wealth and Business Planning Group, LLC., A Registered Investment Advisor. Wealth and Business Planning Group, LLC [The Financial Quarterback™] is a Registered Investment Advisor in the State of Florida which offers Fee Planning and Asset Management. Annuity and Insurance services offered through Wealth and Business Planning Group, LLC [The Financial Quarterback™]. Depending on your state of residence, Wealth and Business Planning Group, LLC [The Financial Quarterback™] may not be able to immediately provide services. Use or viewing of this site acknowledges that you have read, understand and will abide by our terms of use, legal notices, and disclaimers. • [FinancialAdvisorsWebsites.com]. 
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  • About
    • ABOUT ME
    • ABOUT YOU
    • OUR COMPREHENSIVE TEAM
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