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Retirement Planning/Richard E. Reyes, CFP
All Reviews from Users
Column Headings: K = Knowledgeability C = Clarity of Response T = Timeliness P = Politeness
N = Nominated for Expert of the Month
| Date | User | K | C | T | P | N | Comments |
|---|---|---|---|---|---|---|---|
| 2009-10-12 | Thomas | 10 | 10 | 10 | 10 | Yes | Fast response and provided me what I needed. Thank you! |
| 2009-09-29 | loretta | 10 | 10 | 10 | 10 | Yes | |
| 2009-08-14 | Brenda | 10 | 10 | 10 | 10 | Yes | Can't believe how quick the answer came back, and it was in a manner that I could completely understand. Thank you very much. |
| 2009-07-30 | bud | 10 | 10 | 10 | 10 | No | |
| 2009-07-06 | Pam Swaim | 10 | 10 | 10 | 10 | Yes | Thank you for your help. |
| 2009-06-04 | Nikki | 10 | 8 | 10 | 10 | Yes | Thanks!! |
| 2009-05-26 | steven | 10 | 10 | 10 | 10 | Yes | Thank you very much for your advice |
| 2009-03-24 | Amy | 10 | 10 | 10 | 10 | Yes | A quick and thorough response. Thanks! |
| 2009-03-16 | Susi | 10 | 10 | 10 | 10 | Yes | Wow! Thanks for your fast, concise response! And thanks for the encouragement - - we all need it! |
| 2009-03-02 | KENNY | 10 | 10 | 10 | 10 | Yes | Richard, Thank you for the wonderful advice. It is a bit nerving when one is considering changing companies and rolling over investments from one company to another. It is especially true when dealing with pensions and accounts that are the life blood during the retirement years. Your advice is deeply appreciated and will be the basis of out decisions. Regards, Wallace |
| 2009-02-23 | nighttrain | 10 | 10 | 10 | 10 | No | Many thanks. Very helpful Steve |
| 2009-02-06 | Chris | 10 | 10 | 10 | 10 | Yes | Richard, I really appreciate the thorough response. I'm giving you a 10 in every category. The only downside is that it requires me more work to do! :) But you spelled things out pretty well. I'm surprised there are any firms at all out there that allow you to invest without fees. Amazing. I'm printing out your response and will check your website when I get a chance. Thanks! |
| 2009-02-02 | Kristin | 10 | 10 | 8 | 10 | Yes | |
| 2009-01-30 | Melissa | 10 | 10 | 10 | 10 | No | |
| 2009-01-29 | Melissa | 10 | 10 | 8 | 10 | No | |
| 2009-01-07 | demetra | 8 | 9 | 9 | 10 | No | |
| 2008-12-10 | kay | 10 | 10 | 10 | 10 | No | Thank you so much for your answer. Much appreciated. |
| 2008-11-11 | Sandra | 10 | 10 | 10 | 10 | No | Thank you so much. |
| 2008-11-11 | J. Leon | 10 | 8 | 10 | 9 | No | |
| 2008-09-11 | Steve | 10 | 10 | 10 | 10 | No | Many thanks, Steve |
| 2008-08-18 | Eddie | 10 | 10 | 10 | 10 | Yes | will do. thanks! |
| 2008-06-02 | Ron | 10 | 10 | 10 | 10 | Yes | Thanks Richard! Great advice...which I'll be looking into over the next few days. I also am reviewing your website. Best of luck! Ron |
| 2008-03-17 | Patricia | 10 | 10 | 10 | 10 | Yes | Thank you very much. Very helpful! |
| 2008-03-05 | Randy | 10 | 7 | 8 | 10 | No | |
| 2008-01-15 | Alan | 10 | 10 | 10 | 10 | Yes | Thanks for your input. |
| 2008-01-08 | Mary | 10 | 10 | 10 | 10 | No | |
| 2007-11-16 | Steve | 10 | 10 | 10 | 10 | Yes | Many thanks. Very helpful. Steve |
| 2007-10-31 | liz | 10 | 10 | 10 | 10 | No | thanks very much and for getting back to me so quickly |
| 2007-10-30 | Jerry | 10 | 10 | 10 | 10 | Yes | Thank you for responding so quickly. Your resopnse is the same as my assumption of the situation. |
Answers by Expert:
Richard E. Reyes, CFP
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
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”
AuthorThe Dirty Filthy Lies My Broker Taught Me and 101 Truths about Money and Investing
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
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