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RBJ Financial Group LLC

Helping the Independent Advisor & RIA Community find annuity and protection solutions for their clients has been a career-long goal for my group and along the way have learned what Advisors are looking for to help their clients hedge the risk of markets, interest rates & unexpected life events.

What We Do

We specialize in Wealth/Asset Protection, Retirement Security, Income & Legacy Planning.  Providing Case Design and Business Consultation to enhance & protect Advisor & RIA AUM.

Comprehensive Platform

We are supporting the Advisor Practice as a comprehensive, integrated virtual insurance platform.


RBJ Financial Group LLC was founded 10+ years ago to provide Independent Advisors & RIA's Using Insurance & Risk Management Solutions for Wealth Protection, Retirement Income & Family Legacy.