About Us

Mission: To optimize the value of our employee benefit consulting services to employers and employees by developing and implementing strategic and relevant employee benefit programs

In fulfilling our mission, we provide plan participants with the tools they need to understand and fully appreciate their benefits offerings. This will help employees achieve a level of financial wellness that will allow them to reach their full potential as an employee of the organization

Promise to our clients/How we are different

Employers who work with Riley Benefits & Investment Group will be provided a lead consultant to "quarterback" the team of specialist advisors who will provide services to the account. All advisors involved in the account will have a professional stake in the success of that benefits program.

The RBIG value proposition has been created through its founder’s decades of experience in working for local, regional, national and international benefits consulting firms. That experience has allowed us to build a benefits practice that offers all of the valuable services that have worked well for plans sponsors over many years, eliminates those practices that placed shareholder interests ahead of those of our clients, and adds the service-intensive elements that we have always wanted to offer to our clients but were unable due to corporate restrictions

A few examples of unique client-focused services we have added to our practice are as follows:

  • In addition to all forms of retirement planning assistance, our plan participants receive comprehensive, professional financial planning in such areas as estate planning, college planning, gift/inheritance planning, and identity theft protection
  • With regards to our benefits education services, we give employee #500 the same level of attention we give employees #1-5. This commitment to enterprise-wide insurance and financial education helps the plan sponsor nurture an employee population that is better prepared to protect itself against risk and achieve financial independence
  • When it comes to managing assets for our individual investment clients, RBIG employs the same principles in managing investment accounts as we do in managing the assets for large employer sponsored retirement plans