I am an independent financial advisor dedicated to empowering professionals, pre-retirees, and retirees with the knowledge they need to achieve their financial goals. My career in financial services began at an international bank, where I honed my skills in the industry. Seeking to expand my expertise, I pursued a Master’s in Finance at the University of Dallas, Texas, and graduated in 1999. After gaining valuable experience in financial services and corporate Finance, I founded Reyes Benefits, an independent insurance agency.
My passion for helping others, strong educational background, and extensive professional experience enable me to serve clients more effectively. Our expertise encompasses many areas, including health insurance, life insurance, Medicare plans, financial planning, retirement income, investment management, and other essential financial services. This comprehensive knowledge allows us to deliver holistic financial solutions and protection tailored to our client’s needs.
Beyond my professional life, I am a family man, married with two wonderful children, and living in the Sunshine State of Florida. I enjoy sports in my free time and love expanding my knowledge through reading. These pursuits enrich my life and help me develop discipline and perseverance, reinforcing my purpose as a financial advisor.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Quality Financial Planning, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Quality Financial Planning, LLC an Investment Advisor in the States of Texas and Florida. Being registered as an investment adviser does not imply a certain level of skill or training.
Insurance products and services are offered through Reyes Benefits, Inc., an affiliated company. Quality Financial Planning, LLC and Reyes Benefits, Inc. are not affiliated with or endorsed by the Social Security Administration or any government agency.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or Florida where otherwise legally permitted.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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