Retirement Benefits Group

About the Retirement Benefits Group

The Retirement Benefits Group (RBG) provides wealth management services and financial education to meet the retirement needs of those who serve and build our communities - educators and staff in our public schools, colleges and universities; hospital and municipal workers; and nonprofit employees. The RBG's innovative approach helps our clients chart a course for financial success, giving them the information and confidence they need to create the retirement of their dreams.

Our highly trained retirement planning professionals recieve three levels of rigorous training in the area of investment and retirement benefits. We also conduct an internal certification program where our financial professionals can earn the designation Retirement Benefits Specialist/Tax Sheltered Plans, after passing the required exam.

What You Can Expect

- One-on-one consultations to assist in determining the right retirement planning strategies

- Regular visits to your workplace or home and annual reviews to make certain that your financial portfolio reflects your current situation and anticipated goals.

- Assistance not only with retirement planning needs, but also with products and services to help address other financial needs, including education funding, life insurance and risk protection, estate conservation, disability income insurance, and long-term care insurance.

-Investment education workshops to help you learn about retirement investing.