 | ||||||
(RSG) Retirement Security Group is an independently owned financial planning company with more than 25 years of dedicated service to our clients. RSG consists of independent financial advisors, estate planning professionals, and tax consultants specializing in retirement planning. Gain from an Independent Perspective!
As Certified Senior Advisors and Certified Estate Planning Professionals, we are committed to educating retirees about their options regarding financial security, tax reduction strategies, and safe money alternatives. In addition, we provide straight-forward advice about real life issues which can undermine your financial well being.
Our team of Financial Advisors look forward to working with you and your family to create financial strategies for a successful retirement.
Who We Are
Our team of Financial Advisors:
Teamwork
We believe in working with you to create financial strategies for a successful retirement.
| ||||||
Education
We believe in educating you about available alternatives to assist you in making informed decisions about your future.
| ||||||
Service
We believe in long-term relationships fostered by personal service and attention.
Since 1985 the Retirement Security Group has worked directly with those in or approaching retirement to develop financial plans to manage their assets & protect their estates. Retirement Security Group has helped hundreds of clients avoid unnecessary market risk, increase spendable income, and protect retirement savings.
Specializing in Retirement Income Planning
and Wealth Preservation.
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.
Mel Goss IAR, CSA, has been a Registered Representative in the Ohio and Kentucky area since 1990. Mel focuses on income planning for retired persons. Mel has lived in Northern Kentucky his entire life and currently resides in florence with his wife Amy, and two daughters.
Administrative Team: Jodi Groene Angie Steffen & Jennifer Lipps
In addition to John, Neil, and Mel 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 ast 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
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.
