Retirement Solutions Group

Company:	Retirement Solutions Group
Contact:	Sam Bass
Address:	6801 W. 107th St
City:	Overland Park
State:	KS
Zip:	66212
Phone:	913-685-9422
Fax:	913-685-9946
Email:	feds@rsgusa.net
Website:	https://rsgusa.net/

About My Practice

A full service retirement planning firm servicing the Kansas City metropolitan area helping individuals and families work toward achieving their ideal retirements through Investments, Retirement Income Strategies, Wealth Management, Tax-Efficient Strategies, Asset Protection, Long-Term Care Strategies, Annuities, IRA & 401(k) Rollovers, Life Insurance, IRA Legacy Planning, & Medicare.

Federal Retirement Workshops

For federal retirement workshop locations & dates, visit: https://fedimpact.com/RSG/

Offering Advice Since

2005

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Legacy planning
Insurance
Long-term and elder care
Budgeting and cash management
Tax efficient financial planning

Licenses, Certifications, Education, and Affiliations

Insurance Licenses: KS & MO
Security Licenses: Series 6, Series 63, Series 65
Other Licenses, Certifications, Designations: Property & Casualty in KS & MO
Investment Advisor Registration: IAR with AE Wealth Management

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Account fees (such as those for IRA accounts)
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Employee

My Broker / Dealer Affiliation

RIA is AE Wealth Management

We are an independent financial services firm that creates retirement strategies using a variety of investment and insurance products. Neither the firm nor its representatives may give tax or legal advice. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Retirement Solutions Group are not affiliated companies. 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. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Retirement Solutions Grou0 is not affiliated with the US Government or any US Governmental Agencies.

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