ABOUT RETIREMENT SECURITY GROUP
Since 1985, Retirement Security Group has been working with friends and neighbors throughout the greater Florence area to help meet their financial goals through the use of insurance and investment products.
Our mission is to know and understand your financial objectives and then provide you with the highest quality of information, services and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them so that proper decisions can be made going forth. We engage with our clients on a regular basis through numerous social events we host throughout the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.
EDUCATION
We believe in educating you about available alternatives to assist you in making informed decisions about your future.
TEAMWORK
We believe in working with you to create financial strategies for a successful retirement.
SERVICES
We believe in long-term relationships fostered by personal service and attention.
MEET OUR TEAM
Ryan L. Pitts, CFP®
CERTIFIED FINANCIAL PLANNER™ Practitioner
ryan@retirementsecuritygroup.com
Ryan is a graduate of Northern Kentucky University where he focused on Personal Financial Services and Business Management. Ryan began his financial planning practice in 2008, and currently holds the CERTIFIED FINANCIAL PLANNER™ designation where he is held to the highest ethical and fiduciary standards in the financial industry. The Rules of Conduct require CFP® professionals to put their clients interests ahead of their own at all times and to provide financial planning services as a “fiduciary”—acting in the best interest of their clients
Ryan is an active member of the Financial Planning Association, the Northern Kentucky Chamber of Commerce, and currently serves on the board of COVE Federal Credit Union.
Ryan is a lifelong resident of Northern Kentucky and currently resides in the city of Ft. Wright with his wife Courtney. In their free time they enjoy spending long weekends boating and camping with their friends and family at Next Level at Norris Lake RV Resort, a campground they co-founded in Tennessee.
Erik S. Hoffman
FINANCIAL ADVISOR
erik@retirementsecuritygroup.com
Erik is a graduate of Northern Kentucky University where he focused on Personal Financial Services. Upon graduation, Erik began is career in financial services in 2007 working in both the Insurance and Brokerage fields, and eventually becoming an Independent Investment Advisor Representative.
Erik is a lifelong Northern Kentucky/Cincinnati resident and third generation of his family to serve in the industry.
Erik’s primary role involves developing, implementing, and reviewing clients’ financial plans and investment strategies.
In his spare time Erik enjoys studying History, Economics, Politics, Psychology and social activities with friends and family.
Stephanie Harper
OFFICE MANAGER
stephanie@retirementsecuritygroup.com
Stephanie is a graduate of Northern Kentucky University where she majored in Finance. After graduating, she joined Retirement Security Group and has been with Ryan and Erik since March of 2019. Stephanie assists with client services and managing the day-to-day operations of the business. She and her husband currently reside in Southgate, KY and have recently welcomed their first baby girl, Amelia Rose.
At Retirement Security Group, we have over 40 years of experience working with retirees, business owners, physicians, high net worth families, professionals and endowments using our comprehensive wealth management process.
“We know that knowledge is power. It’s also the foundation for intelligent, well-considered decisions.”
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and get in position to reap those rewards.
We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, and in-depth knowledge.
Through our dedication to service, creates value for our clients resulting in innovative retirement strategies that cater to their individual needs, goals and vision.
If you would like to have a conversation about your retirement strategy, please contact us online or call our office at . We can schedule a time that’s convenient for you, and there’s absolutely no cost or obligation.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at 859.746.2113 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Securities and Advisor Services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Retirement Security Group and Silver Oak Securities, Inc. are not affiliated.
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