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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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The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.
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Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
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A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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