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Meeting retirement goals with

Integrity and Transparency

We help friends and neighbors throughout East Tennessee and beyond to realize their financial dreams.

Get started in 3 easy steps:

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1. Discover

Schedule a meeting to sit down with us and discover what your ideal retirement looks like.

2. evaluate

Using The Mentzer Group plan, we’ll examine your current financial situation, and determine your retirement needs.

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3. Plan

Receive a custom strategy designed to help you reach your unique retirement goals.

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Instant Download

Annuities as an Asset Class

Times change — are stocks and bonds still enough? With inflation rising and lower rates, more people are turning to fixed index annuities to de-risk their assets. In this free, 12-page download you’ll learn more about:

  • Why annuities may or may not be a good fit for you
  • How fixed index annuities actually work
  • How fixed index annuities balance risk

Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.

Get to Know Our Team

It is our mission to help individuals and families achieve their ideal retirements.

Meet our founder

It’s our responsibility to assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency.
» Meet Our Founder

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Services We Offer

Once we understand your financial situation, we can help you decide which types of products and services fit within your financial strategy.
» Learn More

The Second Act

Retirement isn’t the final chapter in the book of life. But rather, a new beginning.

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Ready to take
The Next Step?

 

For more information about any of the products and services we provide, schedule a meeting today.

 

Or give us a call at 865.240.2940