Contact Us

Please fill out the form below and we will contact you shortly:

Name:  
Email:  
Phone:  
Comments:  
   

Denotes Required Field

 

 

 

 

Disclaimer | Privacy Policy | FAQS | Forms

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

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

Contact Us

The Financial Quarterback ™
125 S. Swoope Avenue, Suite 109
Maitland, FL 32751

Phone: 407.622.6669
     Fax: 407.599.9243


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. 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.