What We Do

Our Process

Discovery

As financial professionals, we start by listening. We never lose sight of the fact that it’s your life, your loved ones and your legacy and nothing is more personal or more important to you. What keeps you awake at night? We spend time getting to know you – your dreams, fears and what drives your financial decision-making process. Understanding you is our first step.

Analyze

We analyze the risks in your business and personal worlds and recommend appropriate protection. Our holistic approach enables us to identify the costly redundancies and potential synergies in your finances, and helps you minimize risks, taxes, and cost and maximize wealth and protection.

Implement

With wealth comes complexity. We work with you, your attorneys and accountants, and with our insurance and investment professionals to coordinate the implementation of your plan.

Monitor

Births and deaths, marriage, divorce, illness, world events-any of these can quickly change the financial picture. We constantly monitor your finances, so that we can adapt and fine-tune your strategies for the best results no matter how your life and the world changes.

RBA Insurance Strategies

Our comprehensive approach and sophisticated planning capabilities have enabled us to attract and retain premier clients all over the country. We take pride in offering a range of financial products that enable us to implement our clients’ plans with equal quality.

Insurance Products

  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Annuities
  • Executive and Key person benefits

Advisory Services

  • Insurance planning
  • Retirement planning
  • Business planning
  • Estate planning
  • Special needs planning

 

  • Contact RBA Today

  • 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.