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Welcome to The RBI Group, where we are Retirement Based Investing. Our website is designed for both clients and visitors to use as a complete financial planning and investment resource. We encourage you to explore our site and learn more about our organization, our people, and the array of resources available. You will find a host of information, including current financial market updates, articles, investment research tools, financial planning resources and calculators, as well as links to other financial planning and investment-related sites.
If you have questions or would like to find out how The RBI Group can help, please contact us and someone from our team will reach out to you.

Click here to view Our Mission Statement

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Our Company

Jeremy has been a Financial Advisor since 2001. Prior to affiliating with LPL Financial as a Financial Advisor and founding The RBI Group in 2013, Jeremy was Vice President- Investments with Morgan Keegan. His niche is working with Shell Oil employees on the Shell Pension, Provident fund, and Social Security.

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Our Services

At The RBI Group, we provide specialized assistance in the following areas:  Investment Services, Financial Planning and Insurance.

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