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A Word From Our President

“Retirement Specialty Group's mission is to use the "LION" method: Loving Individuals Over Numbers. Our goal is to do what is ethical and morally right for your need"
-Anthony Wright, President

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At Retirement Specialty Group, helping you meet your financial needs is our FIRST priority.

Contact us at info@retirementspecialtygroup.com or call us at 931-RETIRED (738-4733) to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

Annuities

Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.

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Wealth Management

You may be able to use time to your advantage when investing for wealth accumulation.

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Asset Protection

Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.

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Life Insurance

We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.

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Retirement Income Strategies

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.

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Tax-Efficient Strategies

Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.

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Corporate Office:

425 N Spring Street
Sparta, TN 38583     
Main: (931) 738-4733
Fax:  (931) 837-4705
Get Directions

Knoxville Office:

200 Prosperity Drive, STE 113
Knoxville, TN 37923
(865) 332-5893
Get Directions

Chattanooga Office:

6110 Shallowford Road
Chattanooga, TN 37421
(423) 591-5619
Get Directions

Fairfield Glade Office:

24 Peavine Road, STE 101
Crossville, TN 38558
931-RETIRED (738-4733)
Get Directions

Privacy Policy | Terms of Use
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.

Todd Pence offers investment advisory services through AE Wealth Management, LLC (AEWM). AEWM and Retirement Specialty Group are not affiliated entities.

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.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Retirement Specialty Group, its agents, or representatives is stated or implied.

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