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7818 Orlando Avenue
Lubbock, TX 79423

Pennington, Bass & Associates

(806) 797-8349

 
The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

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

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

 

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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