About RBA

At RBA Insurance Strategies we believe that long term financial well being starts with a strong foundation and we are here to help you build a strong foundation for your future.

RBA Insurance Strategies is an insurance firm with offices in West Palm Beach, FL. Since 1985, we have built a reputation for excellence by helping individuals, families and business owners protect what they value and make the most of their unique possibilities in a changing world.

The thoughtful, comprehensive approach we bring to all of our planning services – from business planning to insurance, retirement and estate planning – is complemented and supported by the specialized resources and products we provide. We draw together the professional team and capabilities that make sense for each client. We empower our clients by guiding them in making informed financial decisions consistent with their values and goals.

RBA Insurance Stratigies

With our well-established foundation, no one better understands the importance of building soundly for the long-term, be it reputation, relationships, family legacy or a financial plan that will endure for tomorrow and many tomorrows to come.

We know that we need to earn your confidence and trust each and every day. We continue to do that through integrity, hard work and dedication to our clients and quality of the decisions we make.

Our Philosophy

It starts here: protection first. We believe that before you focus on building your assets, you have to start by protecting the assets you already have. This approach is fundamental to our business.

Protection is the strong foundation that must be in place before all else. Putting accumulation before protection would be like starting construction on the second floor instead of the ground floor.

At RBA Insurance Strategies we use sophisticated risk analysis with a clear goal: to expose potential risks that could have serious consequences and to make you aware of them. Injury and illness, premature death, liability and lawsuit, a changing regulatory environment – any of these can have an impact on attaining the financial goals you have set to provide for yourself and your loved ones.

Our clients include business owners and entrepreneurs, real estate professionals, doctors, dentists, attorneys, accountants and other professionals. We believe that as a principal in your business, you are your single biggest asset.

The right plan should be successful no matter what adversity may come your way, and should give you the assurance of knowing that you will still meet not only you financial obligations, but also the financial objectives you have worked so hard to achieve. We are passionately committed to making the right plan a reality.


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  • Testimonial

    "Roy Assad was my insurance consultant and later my financial advisor when he was based in NYC. Roy is an excellent listener. He is inventive, hard-working, generous, and optimistic. He explained concepts with inimitable patience. No matter how mundane my questions were, he always approached creative problem-solving with respect and a can-do attitude. He's an arts aficianado who's always willing to learn more and has boundless energy. He helped me greatly at a crucial post-college time when I was beginning my career in the Performing Arts. Roy is a great and consistent communicator. I give my highest recommendation to Roy Assad!"

    June 23, 2008
    Wendy B.