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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 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.

17 Years of Experience

CRD# 3084281
Firm CRD# 146151
Insurance License# A304221
Series: 6, 63, 65

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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:

Businesses , Individual Investors

Foreign Languages Serviced:

English and Spanish

Services

Investment Types:

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

I can meet clients in the following ways:

At my office , Via phone , Via email

Qualifications & Memberships

Insurance and Annuity Licenses:

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

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:

I am a Fee-Based financial professional

Minimum Portfolio Size for New Managed Accounts:

100000

Compensation Methods:

Based on Assets , Flat Fee , Hourly

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 skill?it 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.