Value Proposition

The firm’s four (4) core operating divisions offer the perfect combination of sub-specialty expertise and “one stop” shopping.  The Insurance Services, Property & Casualty, Investable Assets, and Group Employee Benefits divisions operate either independently or interdependently based on our client’s objectives and provide them with customized Risk & Wealth Solutions®.

Insurance Services Division

R Insurance Services Division is utilized by business ownerssophisticated investors, and ultra-affluent families to identify and help alleviate the financial hazards that would have otherwise harmed their families and/or business.

The firm’s primary focus is multi-generational wealth protection (funding federal estate and state inheritance taxation and transfer costs), business succession planning, key employee retention plans, and disability insurance protection. Click here for more information.

Property & Casulaty Divison

Coming soon.
 

Investable Assets Division

The R4® Investable Assets Division is designed for business ownerssophisticated investors, and ultra-affluent families to help protect and grow their equity and fixed income positions.

The primary focus of the division is to optimally position investable assets with appropriate risk adjusted growth for estate transfer, retirement distribution, key employee retention, and business succession strategies.
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Group Employee Benefits Division

The R Employee Benefits Division is structured to provide business owners with a tiered benefits portfolio that will be customized to help recruit, reward, and retain key employees, while simultaneously implementing a cost-efficient benefits portfolio for the non-key employees.

A properly designed employee benefits portfolio will serve as an investment in human resources, and not just a drain on working capital. For over thirty (30) years, R has crafted benefit designs that have had a significant impact on the success of businesses.
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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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