Services
How We Can Help
Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
Retirement assets can be exposed to four major financial risks:
We can help reduce these risks through a wide range of services, including:
Medicare Options
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
Learn MoreLife Insurance
A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.
Learn MoreFinal Expense
Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.
Learn MoreSafe Retirement Plans
A reliable insurance strategy could help protect you and your family from the financial consequences of major life events.
Learn MoreAnnuities
Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.
Learn MoreIncome Strategies
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
Learn MoreInsurance Reviews
Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.
Learn MoreLifestyle Planning
Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.
Learn MoreRetirement Planning
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
Learn MoreSocial Security Optimization
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
Learn MoreTax Planning
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.
Learn MoreTerm & Permanent Life Insurance
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
Learn More
Jim Jennings
President, Jennings Financial
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.