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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
How long does a $20 bill last?
Try these activities to keep your brain sharp.
For homeowners who think their property taxes are too high, there are ways to appeal.
Tips on insuring your teen driver.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
When should you take your Social Security benefit?
The market is as unpredictable as the weather. We’d love to help you prepare.
Have you found yourself suddenly single? Here are 3 steps to take right now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learn how to harness the power of compound interest for your investments.