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

    "I have worked with Roy in many capacities; on marketing team of his (restaurant) Leila, as the event planner for the grand opening of L'Opera Brasserie, and as a student. Roy is extremely professional and his ability to truly listen and pay attention to those he meets has granted him and continues to grant him rare insight into a situation and/or a person. Fuse that insight with his expertise and experience and the result is a man who can deliver/generate results / negotiate, and / or fulfill a project with the upmost integrity, empathy, and success."

    January 11, 2010
    Alexis Posada