I’M JUSTIN GIMELSTOB, PRESIDENT AND SECOND-GENERATION LEADER OF THE FINANCIAL BENEFITS RESEARCH GROUP.
My goal is to continue my father’s legacy of helping our clients find the best insurance based financial solutions giving them the opportunity to maximize the success they’ve had in their lives. We prioritize communication, transparency, and pair it with an unmatched knowledge of the insurance industry and its products. We appreciate that everyone has their own unique perspective on asset growth and risk protection, that’s why we work closely with you and your other trusted advisors to develop a plan to accomplish your specific objectives.
Having played and coached at the highest level of professional tennis for over two decades, I understand the dedication, commitment, and perseverance it takes to be successful. My team brings those same characteristics to every client relationship. It’s an approach to win not only today but also tomorrow. This attitude allowed my father to be a trusted advisor to his clients for over 40 years and will allow me and my team to build on his work.
OUR SERVICES
Insurance
Planning
Personal
Financials
Business
Planning
Estate/Succession
Planning
Retirement
Strategies
Group Health
& Benefits
Disability
Insurance
THE FBR GROUP
PROCESS
We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
1.
Identifying
Goals
2.
Informal
Underwriting
3.
Analyze
& Plan
4.
Implement
5.
Annual Review & Monitoring
YOUR GOALS, NOT OURS
We LOVE what we do, and even more importantly, we BELIEVE in what we do.
We believe if given the opportunity to understand your specific circumstances, goals, and priorities that we can find the right insurance products to complete your financial puzzle and enhance your wealth and legacy strategies.
We do this in conjunction with your existing team, or help you create one consisting of estate planners, business managers, CPAs, financial advisors, and anyone else you trust and want involved in the process, to ensure we have a clear picture of your goals and to recommend the right solutions to help you achieve them.