Retirement Benefits Group Expands Reach to Louisiana Market

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Amanda Powers, KCD PR
apowers@kcdpr.com
619-955-7759

Retirement Benefits Group Expands Reach to Louisiana Market
Cornerstone Financial Group’s extensive team has provided individuals and small business owners with a full-service experience for nearly 50 years

Lafayette, La. – Feb. 1, 2016Retirement Benefits Group, LLC, a retirement plan consulting and wealth management advisory firm with over $10 billion in assets under management, proudly announces the addition of Cornerstone Financial Group, Inc. to its rapidly expanding network of financial advisors and retirement plan consultants.

Led by President David J. Romagosa, MSFS, ChFC, CLU, CSSC, CFP®, AIF, Cornerstone Financial Group has approximately 380 million in assets under management and works with more than 1,500 clients, 50 of which are employer sponsored qualified retirement plans. The firm’s services include estate analysis, comprehensive fee-based financial planning, employee benefits, asset allocation analysis, retirement planning, business valuation, business continuation planning and education planning.

Cornerstone Financial offers clients a full-service experience and employs a full-time tax attorney, a Certified Public Accountant, CFP® Professionals and more. The firm has a total of 15 full-time advisors and staff.*

“Joining Retirement Benefits Group gives our firm the opportunity to grow and expand upon what we have built since our founding in 1969,” said Romagosa. “RBG’s strengths in 401(k) and 403(b) plan consulting will allow us to better serve our clients in their retirement planning needs. It was obvious to our team that RBG would be a great resource as we continue to build our business.”

For nearly 50 years, Cornerstone Financial has specialized in serving the needs of small business owners and individuals in southern Louisiana.  The firm is incredibly dedicated and involved in their local community, most notably, serving as a longtime supporter of the local Boys and Girls Clubs, the Acadiana Symphony, the Hospice of Acadiana, the University of Louisiana, Lafayette and the Lafayette Catholic Service Centers for the needy of Acadiana.

“We are thrilled to welcome Cornerstone Financial Group to the Retirement Benefits Group family,” said Mark Miller, Managing Partner at RBG in Houston. “Their team’s deep experience and dedication to the retirement goals of those within their community blends so well with the culture of our firm. Additionally, we are incredibly excited to extend the reach of RBG to that part of the states.”

RBG experienced phenomenal growth over the past year, adding 21 new advisors and staff and opening five new offices across the country. The firm currently has 61 advisors and associates, 21 staff members and more than 400 retirement plans on which they serve as consultants. Additionally, the firm manages over $13 billion in assets under management.

About Retirement Benefits Group:

Retirement Benefits Group is a supportive group of retirement plan consultants with headquarters in Southern California and 13 affiliate offices nationwide. The firm’s goal is to provide professional, non-biased guidance to institutional clients and their employees. Retirement Benefits Group specializes in providing customized retirement plan consulting services, executive benefits, wealth management and retirement management services to individuals and companies of all sizes throughout the United States. The firm’s team of retirement plan consultants provides risk management strategies for fiduciaries and custom strategies designed to help participants work towards retirement. For more information, please visit www.rbgnrp.com.

*This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Financial advisors at Retirement Benefits Group may also be registered representatives with securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Retirement Benefits Group, a registered investment advisor and separate entity from LPL Financial.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Retirement Benefits Group™, a Registered Investment Advisor and separate entity from LPL Financial. Financial Advisors are also registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC. Retirement Benefits Group is a registered trademark of Retirement Benefits Group, LLC. All rights reserved.

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