Wealth & Business Planning Group The Financial Quarterback

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(407) 622-6669Call Visit WebsiteVisit Website Map & DirectionsDirections125 S Swoope Ave Ste 109Maitland, FL 32751 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Maitland with Financial Planning Consultants

Winter Park (4 miles)
Altamonte Springs (4 miles)
Altamont (4 miles)
Casselberry (7 miles)
Goldenrod (7 miles)
Longwood (9 miles)
Winter Springs (10 miles)
Orlando (10 miles)
Clarcona (13 miles)

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The Financial Quarterback™ provides sleep well at night solutions for retired and near-retired individuals

General Info

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.

Email

Extra Phones

Fax: (407) 599-9243

Phone: (407) 599-9243

Payment method

discover, mastercard, visa, all major credit cards, check, debit, paypal, amex

Languages

English, Spanish

AKA

Wealth And Business Planning Llc

Wealth And Business Planning

Other Links

http://www.thefinancialqb.com

https://thefinancialqb.com

Categories

Financial Planning Consultants, Financial Planners, Financing Consultants, Financing Services, Investment Advisory Service, Investments, Loans, Mutual Funds, Retirement Planning Services, Tax Return Preparation, Tax Return Preparation-Business, Taxes-Consultants & Representatives

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Phone: (407) 622-6669

Address: 125 S Swoope Ave Ste 109, Maitland, FL 32751

Website: http://www.thefinancialqb.com

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Wealth & Business Planning Group The Financial Quarterback

Tax Planning
The financial and estate planning team at Wealth & Business Planning Group, LLC (The Financial Quarterback™) brings with it a multitude of experience. Each member possesses a unique competency that combines to provide a comprehensive financial, estate, insurance, and tax planning solution.

Mutual Funds
The Mutual Funds Book, Remarkable Retirement and Perpetual Retirement Income Machine and have been published in various magazines, newspapers, and local television such as

Financial Planning
Advice can only be rendered after the following conditions are met: 1) The delivery of a disclosure statement, and execution of an investment advisory and/or a financial planning contract by the client and the adviser; and 2) Initial Payment of the planning fee or investment advisory fee by the client to the adviser. Furthermore, the information resulting from the use of tools, charts, graphs or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Wealth and Business Planning Group, LLC (The Financial Quarterback™).
Retirement Planning
In this book, you’ll meet a select group of Retirement Planning Professionals who are true advocates for the success of soon-to-be and present retirees.
Long Term Care
Long-term care insurance serves as a vital tool in preserving assets for future goals and determining the level of care one desires when facing long-term care needs. However, the landscape of LTC insurance has shifted, with premium increases causing concern among retirees and sparking debates on whether to retain these policies. Read More
Asset Management
How You Spread Out Your Investments (Asset Allocation): This is like deciding how to spend your allowance. If you buy lots of different toys, games, or snacks, you spread out your spending. In investing, if you put your money into different types of investments (like stocks, bonds, or real estate), it affects how much money you can make. Not all investments grow at the same rate, so how you spread out your money can make your personal return different from the market’s return.

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