Richard Reyes, CFP
Wealth and Business Planning Group, LLC

Tel: 407-622-6669

125 S. Swoope Ave
Suite 109
Maitland, FL 32751

The Financial Quarterback (TM)

About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP, The Financial Quarterback(TM) 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.

General Information

Firm Start Year:		1998
No.of Employees:		2-4
Insurance License#:		A304221

States Licensed in:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Businesses

Foreign Languages Serviced:

English and Spanish

Services

Investment Types:

Insurance, Mutual Funds, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Real Estate, Annuities, Bonds, Stocks

I can meet clients in the following ways:

Via Email, At my office, Via Phone

Qualifications & Memberships

Insurance and Annuity Licenses:

Variable Life, Long Term Care, Variable Annuity, Disability, Life, Health, Annuity

Financial Organization Memberships:

Financial Planning Association (FPA)

Compliance

Registered Investment Advisor:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation and Fees

Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

100000

Compensation Methods:

Flat Fee, Hourly, Based on Assets

Additional Details on Charges:

We are paid only for as long as you wish to retain our services, so we strive to demonstrate our value each and every day.

We bring the best possible solution for the client. We are not transaction-oriented, commission-driven or tied to any one product or company.

Education

Univeristy of Florida
-

Certfiied Financial Planner

University of Central Florida
-

Faqs

Do you have a customer satisfaction or refund policy? Yes we do. If a client hires us to provide them with a financial road map, second opinion advice, or any other service and they are not 100% satisfied we will refund 100% of their initial engagement fee.
What are your qualifications? What is your education background? I graduated from the University of Florida and completed the Certified Financial Planner Program at the University of Central Florida. I am contributing author to the book titled "The Dirty, Filthy Lies My Broker Taught Me and 101 Truths about Money and Investing", and have been published & featured in various magazines, newspapers, & local television.
What is your approach to financial planning? Investment success is not at all about skillit is about having a process, a plan, and good behavior. Financial planning does not end nor begin with the words, Buy, Sell or Hold.
What services do you offer? Sleep well at night solutions for retired and near-retired individuals.
How many clients do you currently manage? References are provided at initial consultation.

Disclosures

http://www.thefinancialqb.com

Disclaimer

Wealth and Business Planning Group, LLC is a Registered Investment Advisor which offers Fee Planning and Asset Management.