When you think about the years ahead, what are you looking forward to? For most people, the answer is a nice balance of favorite pastimes, and new adventures. Busy and tranquil moments. Balance is also important in your financial life. Between reward and risk, nest egg preservation and growth. No one knows what the future holds. That’s why you need a solid plan and expert advice.
We believe that clients want certain levels of guarantees and accountability in both insurance and investment products. As a result, we set certain benchmarks on our products, to enable them to meet these critical criteria.
As independent full service financial services brokers and Insurance Advisor, we offer unbiased advice and shop the marketplace to find the best rates and products to suit your personal and business needs. Whether it's a simple "off the shelf" solution, or a fully personalized custom-designed solution — we can help.
We strive to build long-term relationships with our clients and continue to "earn the right" to their business. We provide timely advice, quality products and services to a broad cross-section of clientele ranging from individuals to small businesses and to market-leading large businesses.
RJ Rau and Associates is a personal trade name of Dan Lebelle.