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Phone: (913) 685-9422 / planning@rsgusa.net / Our Location
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Return on Investment or Reliability of Income?
About

Here are our stories. We look forward to hearing yours!


Alan E. Becker

President & CEO Of Retirement Solutions Group and RSG Investments
Contact Alan: abecker@rsgusa.net or abecker@rsginvestments.net

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. 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 on Alan's professional history, click here.


Sam Bass

Financial Advisor
Contact Sam: sbass@rsgusa.net or sbass@rsginvestments.net

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 on Sam's professional history, click here.


Robert Carver

Director of Operations
Contact Robert: rcarver@rsgusa.net

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 Ingram

Director of Accounting
Contact Sarah: singram@rsgusa.net or singram@rsginvestments.net

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.


Kevin Travis

Strategic Planning/Case Design
Contact Kevin: ktravis@rsgusa.net

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.


Frank Schveninger

Health Insurance Professional
Contact Frank: fschveninger@rsgusa.net

Frank became part of Retirement Solutions Group in 2013. As a licensed Health & Life Insurance Professional, he works with a variety of insurance companies and can share many options that may be beneficial to his clients. Frank has lived in the Johnson County area since 1998 and currently resides in Olathe, KS with Linda and has two grown children living in the area as well. Outside of work, you may find Frank enjoying his time off by listening to live music throughout the metro area. Frank’s belief is, “I am not just adding clients to my business, I am adding Friends."

 


Eric Burke

Marketing Coordinator
Contact Eric: eburke@rsgusa.net

Even though he was born in California and raised in Texas, Eric considers Kansas, home. A career in television news brought him to Kansas City in 2002. As the breaking news reporter there is very little he hasn't seen and reported on first hand. In 2018, after 25 years in TV and public relations, Eric joined the RSG team in 2018 and is excited to get to know our client family to help get them "to and through” the journey we call retirement! Eric is married to Jeanene and has four kids, Jordyn, Katie, Ainsley and Brody.

 


Heidi Susseles

Client Service Specialist
Contact Heidi: hsusseles@rsgusa.net

Heidi, a Kansas City transplant since 2017, originally hails from Washington, DC. With a passion for taking care of RSG’s clients, Heidi brings a plethora of knowledge and experience from customer service stalwarts such as Nordstrom. After attending high school in New Hampshire, Heidi then attended the University of Maryland. She currently resides in Overland Park and enjoys gourmet cooking, visiting with friends and exploring everything Kansas City has to offer!

 


Olivia Yutzy

Client Service Specialist
Contact Olivia oyutzy@rsgusa.net

Olivia, an Iowa native and recent Kansas City transplant, joins RSG as a recent graduate of the University of Northern Iowa. She is eager and excited to use her Communications and Public Relations degree to serve the RSG Client Family. Olivia brings vast experience as a receptionist throughout her time in college and looks forward to meeting and exceeding the everyday needs of our clients! When not working, Olivia loves to travel, explore, and is an avid sports fan! Olivia currently resides in Lenexa, KS and is proud to call Kansas City her new home.


To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at planning@rsgusa.net or call us at (913) 685-9422 today!

Retire Right Radio with Alan E. Becker


Heard on: Saturdays 8a-9a on KKLO 1410AM, Saturdays 8a-9a on KMBZ 980AM, Sundays 7a-8a on KMBZ 98.1FM, and Sundays 11a-12n on KCMO 710AM/103.7FM!

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through AE Wealth Management, LLC (AEWM). AEWM, Retirement Solutions Group, and RSG Investments are not affiliated entities. RSG Investments is not a Registered Investment Adviser.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

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