Located at:
Please fill out this form for further information.
Name
Email
Phone
Comments
The Retirement Security Group is presented by:
John Steffen CSA, Founder, has been a Registered Representative since 1985. John's focus is assisting seniors with solid financial advice. John resides in Burlington, Kentucky with his wife Angie, and two daughters, Jaymee and Katie.
Neil Bailey IAR, Partner, Graduated from King College with a M.A. in Business Administration and Economics. Neil specializes in retirement income planning and asset management. He currently lives in Loveland OH with his wife Amanda, and two daughters.
Administrative Team: Jodi Groene
Angie Steffen & Jennifer Lipps
In addition to John, Neil; our group works closely with a
talented and enthusiastic network of professionals with varying
degrees of expertise:
* Bob DeVault, Robert L. DeVault CSA is a Certified Senior Advisor. Since 1984, Robert has committed himself to advising his clients in the areas of retirement planning, tax planning and estate planning. He also is the President of DeVault Accounting Group, Inc., and for the last 15 years along with his wife Barb has managed a staff of accountants and CPA's Bob, Barb and their 3 children live in Taylor Mill, Kentucky.
* David Nelson, LLB and Estate Planning Attorney
Specializing in Retirement Income Planning
and Wealth Preservation.
Office Hours:
Monday - Friday 9:00a.m. to 4:00 p.m
Northern Kentucky Office
Retirement Security Group
75 Cavalier Blvd.
Suite 316
Florence, KY 41042
859-746-2113
Cincinnati Office
OfficeBlueAsh
Westlake Center
4555 Lake Forest Dr.
Suite 650
Cincinnati, OH 45242
513-588-2772
Copyright © 2011 RSG Retirement Security Group. All Rights Reserved. Securities and Advisor Services offered through Silver Oak Securities, Inc.Member FINRA/SIPC
Disclosures necessary to provide investors with a sound basis to evaluate Retirement Security Group presentations:
*Guarantees apply to certain insurance and annuity products, including optional benefits (not securities, variable or investment advisory products) and are subject to product terms, exclusions and limitations.
*Investments that offer principal protection may carry limitations such as minimum holding periods or age restrictions.
*Guarantees associated with certain investment products may only be available for an additional cost.
*Investing involves risks, including the potential for principal loss and there can be no guarantee the strategies offered will achieve their intended objective.
*Investment Performance is Not Guaranteed
*Variable Annuities are long-term investments designed for retirement purposes. Variable Annuities have limitations, exclusions, charges, termination provisions and terms for keeping them in force. There is no guarantee that any of the variable investment options in variable annuity products will meet the stated goals or objectives. The account value is subject to market fluctuations and investment risk so that, when withdrawn, it may be worth more or less than its original value, even when an optional protection benefit rider is elected. All product guarantees, including optional benefits, are based on the claims-paying ability and financial strength of the issuing insurance company.
*Withdraws from variable annuities are subject to income taxes and withdraws prior to age 59 1/2 may be subject to a 10% tax penalty.
*Investment products and strategies carry risks and there can be no guarantee the strategies promoted will be successful or provide adequate retirement income.
