Legacy Benefit Advisors

At Legacy Benefit Advisors, we have helped hundreds of individuals at various stages of retirement achieve the peace of mind they seek. The transition into retirement is complicated, which is why our team partners with clients to make sure the right choices are made at the onset, and throughout each individual’s journey. By listening to our clients’ concerns and understanding their goals, we help design a customized plan that considers the importance of health, lifestyle, and budget. Having a sound plan will help ensure the legacy you worked so hard to build, will be protected. The LBA advisors are proud members of the Office and Professional Employees International Union and offer their consultative services to you at no cost. Bob has over thirty years of experience working with the Rhode Island labor community, and leads the hand-picked LBA team, which he describes as “the best of the best.” He understands the complex field of health and ancillary benefits, and prides himself on going above and beyond for his clients. He holds a Master’s in Business Administration (MBA) from Providence College, and a Bachelor of Science (BS) in Accounting from Southeastern Massachusetts University. Additionally, Bob maintains the designation of Certified Health Consultant from Purdue University. As a devoted husband, father, and grandfather, Bob personally understands the importance of passing on his legacy.