| Company: | RSG Investments |
| Contact: | Jason Lewis |
| Address: | 6801 W 107th St. |
| City: | Overland Park |
| State: | KS |
| Zip: | 66212 |
| Phone: | 913-685-9422 |
| Fax: | -- |
| Email: | jlewis@rsginvests.com |
| Website: | https://rsginvests.com |
About My Practice
We help our clients in the Kansas City area to navigate complex financial landscapes with personalized strategies and planning to help our clients achieve their financial goals and their retirement dreams.
Offering Advice Since
2001
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Tax preparation
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Designations: CRPC
Insurance Licenses: Life and Health Insurance Licensed in Kansas and Missouri
Security Licenses: Series 7, 63, and 66
Education: Bachelor of Science in Business Administration from the University of Nebraska
Charges to Clients for Services
Fee based on percentage of assets managed
Commissions on insurance products purchased
My Association with the Office or Firm
Employee
