Alan E. Becker, Chief Executive Officer of Retirement Solutions Group (RSG) and RSG Investments, is a leader in the financial services world for pre and current retirees. Alan has passed the Series 65 Securities exam and is insurance licensed in Kansas and Missouri. With over 18 years of financial planning experience, Alan E. Becker, Chief Executive Officer of Retirement Solutions Group (RSG) and RSG Investments, is a leader in the financial services world for pre-retirees and current retirees. Alan has passed the Series 65 securities exam and is insurance licensed in Kansas and Missouri. Along with his team, Alan utilizes superior tools and services to help his clients pursue their financial independence. He implements plans that are in the best interest for his clients as he strives to help them realize their retirement goals and the desired legacy they leave behind.
Alan hosts two radio shows and is the author of “Return on Investment or Reliability of Income? The True Meaning of ROI in Retirement.”
Alan resides in Olathe, Kansas, with his family. He is very involved in the community chambers and charities. Alan is very proud of the fact that Retirement Solutions Group has an A+ rating with the Better Business Bureau.
For more information about Alan on the SEC website, click here.
With over 15 years of industry experience, Sam brings a wealth
of knowledge and a true desire to help our clients realize their
retirement goals. Sam joined the team in March of 2017. Prior to RSG, he spent the majority of the late ’90s and early 2000s in the mutual fund arena before making the move to be a full time insurance and financial professional in 2005. It's this extensive experience that helps him look at our clients’ overall retirement picture and custom tailor solutions and strategies to their unique situations. Sam has passed the Series 65 Securities exam and currently holds life, health, property & casualty insurance licenses in both Missouri and Kansas. Sam and his family currently reside in Pleasant Hill, Missouri.
For more information about Sam on the SEC website, click here.
Director of Operations
Contact Robert: firstname.lastname@example.org
Robert, a Minnesota native who has lived all over North America during his business leadership career, joined RSG in March of 2015. He brings an extensive background with many years of executive leadership experience. Robert's main priorities are assisting Alan in the growth of his firms, coaching the team, business planning, human resources and building a company culture to endure the long-term. He has a bachelor's degree business management and currently resides in Gardner, Kansas.
Sarah is responsible for managing all internal accounting as well as client service work and client investment account processing. Sarah, who joined the RSG team in 2010, graduated with her MBA from Pittsburg State University and has her Certified Tax Specialist (CTS) certification from the Institute of Business & Finance. She is currently working on obtaining her CPA license. She resides in Lenexa, Kansas, with her daughter, who is currently at DePaul University, and enjoys traveling all over the world.
Strategic Planning/Case Design
Contact Kevin: email@example.com
Kevin has been in the insurance industry for over 19 years, primarily focusing on the needs of retirees and their long-term planning strategies. “It is our goal at RSG to make every person who walks through our doors receive an experience that is second to none and to provide them with viable retirement planning options,” Kevin says. Kevin grew up in Michigan and attended college at Northern Michigan University. He currently lives in Olathe with his wife, Kristine, and has six children ranging from 13 to 32.
Client Relations/Health Insurance Professional
Contact Leslie: firstname.lastname@example.org
Leslie joined RSG, Inc. in the spring of 2010 as an agent with nearly a decade of experience in the insurance industry and quickly found her passion in building lasting relationships with clients. Insurance licensed in Kansas and Missouri, she has come to focus primarily on health insurance and Medicare options and is dedicated to guiding clients to a positive retirement. Leslie resides in Gardner, Kansas.
A Chicagoland native, Kaytie joined the team in August of 2015 when she and her husband, Matt, relocated from Savannah, Georgia. Kaytie is insurance licensed in both Kansas and Missouri and works both the client service aspect of RSG as well as client investment account processing with RSG Investments. Kaytie and her husband have lived in many interesting places such as Hawaii, Florida, South Carolina and Alaska. They currently reside in Olathe, Kansas with their four-legged child, Charlie.
Client Service Specialist
Contact Amy: email@example.com
A Kansas City native, Amy joined the RSG team in March of 2017. With over three years of experience in the administrative field for accounting and finance, Amy brings knowledge and skills that will help further enhance the excellent client service and experience offered at RSG. Amy is an alumna of Oklahoma City University and holds degrees in theater and education.
Client Service Specialist
Contact Colleen: firstname.lastname@example.org
Colleen moved to Kansas City from Columbus, Ohio early in the summer of 2016 after graduating from Bowling Green State University. She is very excited to be a part of the RSG family and to deliver unique and special service to each and every client of RSG and RSG Investments. Colleen is a lifelong soccer player and is also an avid guitarist and singer. She’s very excited to get to know more of our client family and build her career with RSG!
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at (913) 685-9422 today!
Heard on: Saturdays 7a-8a on KKLO 1410AM, Sundays 8a-9a on KMBZ 98.1FM, Sundays 8a-9a on KMBZ 980AM, and Sundays 11a-12n on KCMO 710AM/103.7FM!
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