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Pennington Financial, LLC

Pennington Financial, LLC, serves as your Estate Planning Coach, specializing in Medicaid Eligibility to help families pay for Nursing Home and Long Term Care cost.

We are a family owned business that cares for our community. Let our family help your family or the families with which you work. We do more than just ‘talk the talk’, we deliver value.

Ed Pennington Ed Pennington, Founder of Pennington Financial, LLC has been serving the insurance and financial planning needs for over thirty years. His “Retirement Financial Preservation Workshops” have been attended by families throughout Louisiana.
Ed has developed a specialty in working with retirees and those about to retire who want to protect principal and ensure that their money lasts. His practice focuses on helping his clients avoid the common mistakes. He offers his clients assistance with an array of estate planning needs including Medicaid planning and eligibility, investment strategies, 401k and IRA rollovers, tax deferred annuities, and estate planning and tax reduction strategies.
Ed has a long history in Louisiana. He has been an active participant in both the professional & private sector. He was formerly Executive Vice President & Chief Financial Officer of Central Bank. Ed has enjoyed serving our community with numerous volunteer groups over the years. He is a Monroe Rotarian. He has served as an Alzheimer’s Association volunteer and on the Alzheimer’s Association of Louisiana State Board of Directors.
Ed’s educational background includes an undergraduate degree in finance from the University of Texas and an MBA from Arizona State University. Professional memberships include the Better Business Bureau, the Society of Medicaid Planners and the Louisiana Notary Association. He holds insurance licenses in Louisiana and Texas. Ed is an Investment Advisor Representative with Brookstone Capital Management, a Louisiana Statewide Notary Public and a Veterans Administration Accredited Agent.

 Chuck BarberChuck Barber is the owner of Pennington Financial, LLC and a veteran of the United States Air Force.  He was a C-130 Loadmaster and served two tours overseas, one in Iraq and the other in Afghanistan.  As a veteran, Chuck has a special interest in serving veterans and their families in our community.  He specializes in Estate Planning.  His primary focus is the protection of client’s assets.  He uses many tools and is proficient in qualifying clients for Long term care Medicaid qualification.  Chuck has worked with countless families and is proud to say has had excellent success helping them realize the benefits available.  Professionalism has been the key to his success.  He practices the golden rule “always do the right thing”.  This statement keeps him focused and moving forward helping protect his clients from a financial tragedy caused by a catastrophic illness.  When meeting with clients and their families, he creates a plan that will help the family preserve their home and life savings.  By the time he has implemented the plan, he is generally looked upon as one of the family.

Chuck is Investment Advisor Representative with Brookstone Capital Management, Louisiana life and health insurance licensed and a Louisiana Statewide Notary Public.  He enjoys volunteering with local organizations that support our growing senior population.

License:

Life & Health Insurance licensed
Investment Advisor Representative (Series 65)
Louisiana Statewide Civil Law Notary Public
Accredited Veterans Administration Agent (Ed Pennington only)
Accredited Medicaid Planner
Certified Estate Planner

Member:

Better Business Bureau
Brookstone Capital Management, LLC
The National Society of Financial Educators
National Ethics Association
Society of Medicaid Planners
National Care Planning Council
Louisiana Department of Insurance
LNA- Louisiana Notary Association
The Estate Plan

Your Estate Planning Coach specializes in unique financial issues of older adults and their families. Our team has over forty years of financial experience and has been helping families achieve financial security for the last sixteen years.

If you or your family would like to know more about these benefits, please contact us. The assessment is FREE.

If you are a health care professional and work with families in the midst of a financial crisis, contact us we can help you help your families.

You can reach us at 318-855-4690 or toll free at 866-323-4125. We are located at 1900 North 18th Street Ste: 211, Monroe, LA 71201

  www.ethics.net

NSFE The National Society of Financial EducatorsHome

Investment Advisory Services offered through Brookstone Capital Management, LLC, (BCM), a Registered Investment Advisor. Pennington Financial, LLC and BCM are independent of each other.