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Retirement Planning/Expert Profile

Richard E. Reyes, CFP

U.S.

Available

Expertise

I can provide answers to questions relating to retirement especially relating to; income distribution, tax efficiency, long-term care insurance, life insurance, estate planning, asset protection, variable and fixed annuities, alternative investments and prudent portfolio design.

Experience in the area

Through the years Richard has built a reputation as one of Central Florida's premier retirement income specialists by providing sound, unbiased wealth coaching. We believe that Financial Planning is the problem and Wealth Coaching is the solution. The Wealth 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.

Organizations

Financial Planning Association Junior Achievement

Publications

Seminole Success Magazine “Retirement Planning” Seminole Success Magazine “Small Business Snapshot” The Orlando Sentinel – Ask the Expert Financial Section (Various) Greater Orlando Broker Agent Magazine “The New It” Senior Market Advisor “Random Reader, Random Questions”

Education/Credentials

B.S. University of Florida, Gainesville, FL
CFP Certificate, University of Central Florida, Orlando, FL

Awards and Honors

2005,2006,2007,2008 America's Best Financial Planners 2007
Orlando Business Journals "Top 25" Top Financial Planners in Central Florida

What do you still hope to achieve/learn in this field?

Educating people about money and investing is my passion. I want help people seek to understand how money and investments works, and with this information allow them to seek true abundance in their lives.

Something controversial or provocative about this subject

The term financial planning is greatly misunderstood. The financial planning firms frequently parade celebrities in the media to endorse their products. These institutions promote market timing,stock picking,and track-record investing as the solution for peace of mind. In addition, financial planning software is used to perpetuate the sale of their products by using fear and greed as motivators.

Average Ratings

Recent Reviews from Users

User	Date	K	C	T	P	Comments
Thomas	10/12/09	10	10	10	10	Fast response and provided me what I .....
loretta	09/29/09	10	10	10	10
Brenda	08/14/09	10	10	10	10	Can't believe how quick the answer came .....
bud	07/30/09	10	10	10	10
Pam Swaim	07/06/09	10	10	10	10	Thank you for your help.

Recent Answers from Richard E. Reyes, CFP

2009-11-16 mortgage:

Paul thanks for your question. Hope I can provide some insight for you. Paul your last sentence says it all. You are in your mid 20's and there are some things that I can confidently tell you will

2009-10-22 rollover LPL:

Stan, thanks for asking your question. Hope that I can provide you a little peace of mind. When it comes to managing your money there are several options and several different methods of compensation

2009-10-10 Retirement Insurance?:

Thomas, thanks for taking your time to ask me this question. I would tell you that you do not need to freak out nor should you go out and purchase some expensive insurance. It does not matter when you

2009-10-01 gifting:

Dan thanks for your question. Hopefully I can give you a little help. What I would first say is that I have had this question asked many a times by kids and by parents who stated the same thing, "My parents

2009-09-28 Full Withdrawal of IRA at 87 years old:

Loretta, thanks for your question. Keep in mind that I am not your CPA or tax preparer so the information that I will be providing you is very general in nature. When you make the full withdrawal of

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