Clients We Serve

The clients who partner with our team have a burning desire to be more. Be more to their families and friends, more to themselves, more to the world. We desire the same. We position you as the Chief Executive Officer and ourselves as Chief Financial Officer. We will support your direction with education and fact based financial information.


  • Home of the "GPS" method

    Using Goals, Plans, and Strategies

    See How



Our Blogs

Mar 01, 2017 by Jennings & Associates Financial Advisors, LLC

If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule, the one that suggests that retirees will need between 70 and 80% of their pre-retirement income in order to maintain their standard of living. There are several flaws with this formula, the least of which is that it doesn’t consider your actual income and expenses at the time of retirement.

Retirement income planning needs...

Feb 14, 2017 by Jennings & Associates Financial Advisors, LLC

Most people would argue that living in a digital world, with instant access to an endless stream of information has made us smarter and more self-empowered than past generations. Investors believe that it has “leveled the playing field”, enabling them to make investment decisions based on the same information once only available to the investment pros. The incessant quest for information has reached such a fever pitch that the media outlets, including the cable channels, print...

Feb 14, 2017 by Jennings & Associates Financial Advisors, LLC

Many investors watch their statements like a hawk!  And while that's not all together bad, it's not all together good either.  In the business world, I'd liken it to having your business appraised daily.  Yes, of course, that sounds crazy.  At the end of the day the function of any business and it's valuation is a reflection of how much income it can produce in the long-haul!  This is particularly true for the most savvy of business people and...

Market House Square Office

Stop-in, Have Some Coffee, Pet Our Dog


Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Keystone Financial Group, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states:

Website Design For Financial Services Professionals | Copyright 2019 All rights reserved