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Pennington, Bass & Associates

(806) 797-8349

Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

At Pennington, Bass & Associates we take the puzzle out of financial planning. We deliver advice and service... with compassion.

We believe financial planning is about the people, not just the money. We are relationship focused — we want to have lasting and meaningful relationships with our clients and enjoy being with the people we work with. This is the reason we have been in business for over 60 years.

Founder Lee Pennington (retired) began his career specializing in life insurance in 1953 and his forward thinking led him to the larger field of financial planning where many consider him a pioneer in the industry. Mark Bass, CFP®, CPA, AIF® began work with Mr. Pennington while in college in 1971 and they are thought to have the longest running financial planning partnership in the country. Jennifer Coe Dever, CFP®, CRC®, AIF® began her career with the firm in 1995.

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Helpful Content

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Here are five facts about Social Security that might surprise you.

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Women must be ready to spend, on average, more years in retirement than men.

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Here is a quick history of the Federal Reserve and an overview of what it does.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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