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We build the CRM, ads and road map you need. You never do the hard part alone.
Founded 2021 · Chattanooga, TN
Wealth Financial Investing Group started in Chattanooga, TN, in 2021. We help life insurance agents in all states. You get software, ads and coaching through Formula 100. You grow from first sale to a team. Each stage gets the tools it needs.
Updated October 22, 2026 · Checked by Travis Pace, founder
Built from inside an agency
Formula 100 was the system we needed. Now other agents use it too.
- 012021: Founded in ChattanoogaWe open our doors. We serve insurance agents.
- 02The problem we kept seeingGood agents lost leads. Follow-up was slow. Tools were all over.
- 03Formula 100 Premium SystemsOne CRM, ad plan and road map. All of it built for agents.
- 04A stage-by-stage road mapBronze, Silver, Gold and Platinum. Each agent knows the next step.
- 05Today: agents across the U.S.Agents in many states work with us. We meet by phone and video.
What we believe
Three rules behind each package, page and call.
System before scale
Build the base first. Then add traffic and people.
One stage at a time
Bronze, Silver, Gold, Platinum. You only work on your next step.
Education, not hype
Clear plans and honest words. Results vary. We say so up front.
Built by a veteran, for agents.
Travis Pace started Wealth Financial Investing Group in 2021. He did it in Chattanooga. He served as a U.S. Air Force Staff Sergeant. He retired for medical reasons. He brings the same drive and checklists to you.
The Formula 100 path
Four stages. You start where you are. Not where someone else is.
Local roots, national reach
Our office is in downtown Chattanooga. We work with agents in all states.
Serving life and health insurance agents in Chattanooga, East Ridge, Red Bank, Hixson, Signal Mountain, Ooltewah, Cleveland, and across Tennessee and the United States.
About us, answered
Who is Wealth Financial Investing Group?
We started in Chattanooga, TN, in 2021. We help life and health agents in all states. You get software, ads and coaching. It all runs through Formula 100 Premium Systems.
Who founded Wealth Financial Investing Group?
Travis Pace started it in 2021. He did it in Chattanooga, TN. He was a U.S. Air Force Staff Sergeant. He retired for medical reasons.
What is Formula 100 Premium Systems?
It is our CRM, lead and growth system for agents. It has four stages. They are Bronze, Silver, Gold and Platinum.
Are you a carrier or a financial adviser?
No. We give CRM, ads help, coaching and lessons. We serve licensed agents. We are not a carrier or law business. We are not a CPA business. We are not a registered investment adviser.
How do I get started?
Take the free strategy audit to find your stage. Or book a 15-minute intro call.
Let's find your next step
A 15-minute intro call. No pressure. Just a clear view of your stage.