Exclusively for business ownersand accredited investors,  R^4®provides estate, business, and retirement advisory services.

R^4®combines the unique abilities of more than forty (40) team members to provide sub-specialty expertise in:

¨Multi-Generational Wealth Protection ¨

¨Retirement Distribution Strategies ¨

¨Key Employee Retention Plans ¨

¨Business Succession Planning ¨

¨Group Employee Benefits ¨

¨Financial Assets ¨

The firm’s three (3) core operating divisions offer the perfect combination of sub-specialty expertise and “one stop” shopping.  The Insurance Services, Financial 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^®.

R^4® has an organizational structure, deep bench, and proprietary systems that are unmatched in the region.  Our focus and size deliver an exceptional service platform that is specifically designed for business owners and accredited investors.  At all times, at least three (3) team members maintain an intimate working knowledge of our clients’ financial objectives and funding resources.  As such, our clients experience the benefits of diversity, stability, and continuity.

We are thrilled to announce that over the past five years, 92% of our new clients were recommended to us by their CPA, tax attorney, or one of our existing clients.  Almost exclusively, our new clients have been business owners and/or accredited investors who have utilized our proprietary skills and resources to identify and help eliminate the financial hazards that would have otherwise harmed their families and/or businesses.

R^4® has a team of experienced financial professionals that always work in concert with our clients’ legal and accounting advisors.  This approach increases the probability that all important opportunities, options, and implications are thoroughly evaluated and integrated into the client’s Financial and Estate Blueprint (“Blueprint”).