TRUSTED
More than just an insurance company, we seek to be your partner, coach, and friend.
You built it, we'll protect it
Bringing Your Entire Picture Together, One Piece at a Time
Our Services
Focused on You
We believe every person deserve access to sound, informed insurance advice. Regardless of your situation, we're ready to help protect your future.
“The RBR team introduced me to some tax efficient executive benefit strategies that I didn’t even know existed, which has helped our bank recruit, reward, and retain our key executives.”
- Robert Marling
Chairman- Woodforest National Bank
"I was looking for a way to incentivize my key executives and create some long-term loyalty. The RBR team helped me customize a plan to meet that objective…”
- Mark Stewart
CEO- Keystone Concrete; CEO-Stewart Builders
“RBR helped us shape our business for the future, not simply what we need today. We now have an enhanced health plan, 401k, and risk management advise at a fraction of the cost.”
- Rob Morris
CEO- Complete Care
Designed for you
A New Approach to Planning
Planning for only one life event would be like having only one puzzle piece and expecting the picture to come together. We utilize our comprehensive approach to help.
“…RBR successfully transitioned us to a more extensive plan, provided us fiduciary protection, implemented a more user friendly platform, and assisted with employee enrollment and education. “
- Bill Boyar
Partner- BoyarMiller
“They brought in their team and quickly eliminated waste inherent to our plan and saved us millions of dollars in our annual spend.”
- Ronald J. Mittelstaedt
Executive Chariman - Waste Connections
“RBR became our personal estate planning quarterback, helping us identify an excellent estate attorney and introduced some customized planning strategies to lower our tax liability.”
- Richard and Dawn Rawson
Retired President of Insperity