Services

What We Do

RBJ Wealth Management is a full-service Financial Planning, Wealth Management and Insurance firm dedicated to providing exceptional service to doctors, dentists, business owners and high net-worth individuals as well as Group Benefits for the practices and companies they own.

Whether you are a resident physician in training looking for discounted Disability Income Insurance, term life insurance and debt management (including strategies for student loans) or you are an Entrepreneurial business owner seeking help with Group Benefits or a 401k plan for your firm and/or Financial Planning and Wealth Management for yourself, or anyone in between, RBJ can custom tailor a solution to fit your needs.

For your complimentary consultation and to see how we can be of value to you or your company, please click here.

Insurance

We spend time really getting to know our clients, their practices and businesses they own to make sure that the financial and insurance advice we provide is custom tailored to our clients’ specific situations.

Based on your needs, objectives and goals, our financial professionals will work with you to identify and implement
risk management and insurance services related to:

Term Life Insurance
Permanent Life Insurance
Disability Income Insurance
Long Term Care Insurance
Group Insurance including Group Disability and Group Life Insurance in addition to Group Health Insurance.

Discounted Disability Income Insurance for Medical Residents and Fellows:

We have exclusive access to certain discounts and various hospitals for deeply discounted disability income insurance, including unisex rates and Guaranteed Standard Issue policies, at several hospitals throughout the country. We offer insurance products in most states in the country through a number of fine carriers.

An RBJ financial professional will work with you to identify the right policy and discount for your situation and will show you your various options; not just an option from one particular company. Simply click here to speak with an RBJ financial professional to compare your options.

For more information on setting up a unisex discount or Guaranteed Standard Issue offer for disability income insurance at your hospital or training program, please click here.

Discounted Disability Income Insurance for Attending Physicians and other Professionals:
RBJ has access to discounted disability income insurance policies, some including unisex pricing, for attending physicians at hospitals and groups throughout the country. We also work with non-medical professionals to identify applicable discounts and compare and contrast coverage options.

An RBJ financial professional will work with you to identify the right policy and discount for your situation and will show you your various options; not just an option from one particular company. Simply click here to speak with an RBJ financial professional to compare your options.

If you work for a group without a discount, please contact us to help set up a discount program for your hospital/group by clicking here.

Group Benefits- Group Life, Group Health and Group Disability Insurance:

RBJ financial professionals also provide Group Life, Health and Disability Insurance to practices and businesses. Speak with an RBJ financial professional to discuss how we may able to reduce your plan costs and increase employee retention and attraction with specifically tailored Group Benefits offerings by clicking here.

Financial Planning & Wealth Management

Whether you are just beginning to think about establishing your financial nest egg or you have an existing portfolio, our Advisors can review your situation and discuss how to most effectively accomplish your financial goals. We work with our clients one-on-one to create and implement a Financial Plan tailored to their specific situations.

RBJ’s Managing Partners go to great lengths to recruit and retain Advisors who have diverse backgrounds and experiences- both in life and in business.

We believe in taking a holistic approach to financial planning and that often times requires Advisors with specific experience running businesses, formerly practicing law, working at other Advisory firms as well as working with hospital systems and private medical practices. There is no singular approach to Financial Planning and we strive to provide relevant, actionable and personalized advice.

For more information regarding how RBJ Wealth Management can be of value to you, please click here.

Group Benefits & Practice Management

RBJ Wealth Management can be your one-stop shop for your Group Benefits, Practice Management, Business Evaluation and Key Employee Retention efforts. We work with medical practices as well as non-medical companies in designing and implementing various employee benefits, including but not limited to 401k plans, Cash Balance Plans, Key Person Life Insurance, Disability Overhead Insurance, Buy/Sell Agreement Insurance, Group Life Insurance, Group Short-Term Disability, Group Long-Term Disability, and Health Insurance plans.

For a complimentary consultation and to discuss your company’s specific objectives, goals and needs, please click here to speak with one of our Financial Advisors.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@rbjwealth.com | (410) 773-4444