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RTB Financial Group & Insurance Services, LLC (DBA RTB Advisors) and related entities are each legally separate and independent entities, which cannot obligate or bind each other in respect of third parties and with each entity liable only for its own acts and omissions and not those of each other.


RTB has achieved positive results with the team-based model for its clients who have used our model, RTB business development strategies and practice management tools, but the revenue figures and successes of our top clients are not typical and depend on your efforts and marketing. Because past performance is not a predictor of future success, you may have more or less success depending on many factors, including your background, experience, work ethic, client base, and market forces. The material discussed is meant for general illustration and/or informational purposes only, and it is not to be construed as investment, tax, or legal advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, information should be relied upon when coordinated with individual professional advice. Additionally, at times we may discuss the law or new and pending legislation. Please know our team’s understanding of it is constantly changing, and you cannot and should not rely upon us for legal, financial, or accounting advice.