Wealth & Business Planning

Specialties

Wealth & Business Planning Group, LLC (The Financial Quarterback™) was founded for the explicit mission of providing sleep well at night solutions for retired and near retired individuals. The ultimate purpose of any well funded retirement plan is to structure the investment of accumulated assets to support withdrawals in such a way that the client is able to maintain their already established lifestyle throughout their retirement years — thus creating income for life.

Meet the Business Owner

Richard E.

Business Owner

I received my formal education at the University of Florida and completed the Certified Financial Planner Professional Education Program at the University of Central Florida. In addition to my professional qualifications, I am active in the local community serving in ministries, associations and community organizations. I am frequently asked to speak and teach workshops on various financial topics to corporate groups, individuals, professional organizations and business owners.

I am a 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 and featured in various magazines, newspapers, and local television.