About Us
Home
Our Coach
Coaching Vs. Planning
Why We Are Different
Our Investment Philosophy
Who Are Our Clients
Fee Facts
In The News
Classes & Events
Our Location
Investor Quiz
Ask The Expert
Investor Education
Your Next Step
View Your Account

Video Blog
Free Resources
Want Richard To Speak To Your Group?
Creating Retirement Income
About IRA Rollover Tools

Contact Us

The Financial Quarterback ™
100 E. Sybelia Avenue, Ste.110
Maitland, Florida 32751

Phone: 407.622.6669
     Fax: 407.599.9243

Navigating The Fog of Investing

The Financial Quarterback
Welcome to Our Website!

  • Are you retired or highly focused on securing your retirement and financial dreams?

  • Are you ready for one of life’s biggest challenges … going from a regular paycheck to no longer getting a paycheck for the work you do?

  • Do you feel overloaded with information from the media?

  • Are you tired of placing blind trust in your “financial planner”, worrying about your money and buying more products?

  • Do you prefer full disclosure from an independent wealth coach over hidden fees, hidden agendas & commissions?

Then WELCOME to the Firm your current "Financial
Planner" was hoping you wouldn't find!

Richard E. Reyes, CFP® represents the next generation of financial advice – Investor Coaching. Richard has spent years as an investor coach serving the retirement and investment needs for clients. The investor coaching process gives you “Peace of Mind”, so you can stop worrying about your future. It helps you find happiness as it guides you in the TRUTH of INVESTING, by teaching you how to make wise choices as you journey through your life’s stages. It is all about your relationships and what you value, not your net worth.

Now that you've found the Investor Coach...
"How do you picture the rest of your life?"

Disclaimer | Privacy Policy | FAQS | Forms


CFP(TM), CERTIFIED FINANCIAL PLANNER(TM), 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(TM) Board's initial and ongoing certification requirements.

Disclaimer: Investment advisory services offered through Wealth and Business Planning Group, LLC., A Registered Investment Advisor. Securities offered through Calton and Associates, Inc., a Registered Broker/Dealer. Member FINRA / SIPC.Wealth and Business Planning Group, LLC (The Financial Quarterback ™) is independent of Calton and Associates, Inc. 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.

Get a Copy Now