Pennington Financials' planning goal is simple: To protect you, your assets and your heirs.
Pennington Financials' planning goal is simple: To protect you, your assets and your heirs.
Specialty Areas Include:
We know that estate planning can sometimes be overwhelming. We are dedicated to providing you help in language that you can understand. If you don't feel like you understand your options, just ask, and we will work to find an explanation that works for you.
The first step is for us to work together and come up with a plan to get Medicaid long term care help. Through our estate planning and understanding of the Medicaid rules and knowledge of your circumstances, we will craft a plan to protect your life savings.
Don't wait! Contact us for a free consultation. Let us help you figure out what your best next steps are for protection your assets from the Medicaid spend-down. The sooner you have a plan of action, the greater asset protection we can offer.
1900 N. 18th St. #211, Monroe, LA 71201, US
(318) 855-4690 or Toll Free (866) 323-4125
Open today | 08:00 am – 02:00 pm |
Protecting seniors with knowledge.
Let our family protect your family from the high cost of long term care.
© 2024 Pennington Financial, LLC
Disclaimer: The information contained in this website is provided "as-is" with no warranties or guarantees. This information should not be considered as actual legal, tax or investment advice and you should always contact a certified accountant, tax professional, or estate planning attorney before making any financial decisions. While every attempt has been made to provide current and accurate information, neither the author nor the publisher can be held accountable for any errors or omissions. You agree that you are solely liable for any and all reliance, use, or action on this information. Investment Advisory Services offered through Brookstone Capital Management, LLC, (BCM), a Registered Investment Advisor. Pennington Financial, LLC and BCM are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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