Asset Protection

Diversifying your retirement assets among a variety of vehicles—both insurance and investment oriented, depending on what is appropriate for your situation—may offer you the best chance of meeting your retirement income goals throughout your lifespan.
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Asset Protection

Don’t put all your (NEST) eggs in one basket.

You’ve got plans — a lot of them. Wouldn’t it be more fun to focus on your dreams than constantly worrying about what the market’s doing? Diversifying your retirement assets among a variety of vehicles — including a mix of both insurance products and investments, depending on what is appropriate for your situation — may offer you the best chance of meeting your retirement income goals.

Anyone who invests in the market should understand it involves potential risk of principal. So, to provide some security not found in the stock market, you may want to include some insurance products in your financial strategy. These products, such as annuities, can provide supplemental income throughout retirement and protect your money from declines due to stock market losses.

Strategies for Financial Independence

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@retirementspecialtygroup.com or call us at 931-RETIRED (738-4733) today!

Ask a Question and we may use it on TV or Radio

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

At Retirement Specialty Group, we can offer you the following products and services:

(Click the images below to learn more about each service)

Annuities

Wealth Management

Asset Protection

Life Insurance

Retirement Income Strategies

Tax-Efficient Strategies

Long Term Care Strategies

IRA & 401(k) Rollovers

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

No-obligation Financial GPS Review and Complimentary Book Offer

Are you heading in the right direction? Fill out the form below to find out how you can receive a NO-OBLIGATION FINANCIAL REVIEW AND A COMPLIMENTARY COPY of Anthony’s book.

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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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