Jeff Tenney brings to the table over 40 years of hands-on experience in the financial world. His journey, which began as a Registered Rep, has seen him in active roles as an Investment Adviser Representative, Mortgage Loan Originator, and Independent Insurance Agent.

One of Jeff’s greatest strengths is making the complex world of finance accessible and easy to understand. He conducts personalized sessions, breaking down the ins and outs of life insurance, annuities, and the potential wealth that can be leveraged from your home. His explanations are clear, concise, and directly aimed at addressing your needs.

Jeff’s specialty lies in creating tailored retirement strategies. His unique approach involves examining how various assets, particularly the wealth tied up in your home, can contribute to a stable and robust retirement plan. While Jeff is equipped to discuss a wide array of financial topics, his primary focus and expertise revolve around life insurance, annuities, and housing wealth. He holds a firm belief that no question is too small or insignificant. If it’s important to you, it’s important to him.

Jeff is ready to help you navigate the path to achieving your retirement goals. His mission is to help you build a financially secure and enjoyable future, so let’s get started