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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Healthcare Reform

Find the latest information on Healthcare Reform by clicking “Learn More” below.

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Sound Financial Strategies For Today's Markets

Financial Directions provides insurance and investments for companies and individuals who seek quality of service as well as the suitable choices to meet their changing and diverse financial objectives.

Offering more than 30 years experience, Jennifer Beason is an independent insurance broker dedicated to assisting you successfully navigate the often complex and challenging opportunities available from over 25 carriers. After discussing your objectives, Jennifer filters through dozens of insurance products to provide you with options best for your company. Throughout the year, you can consider us an extension of your human resources department. We answer your questions about paperwork, administrative procedures, and resolve billing and claim questions. We are proactive in helping you understand the changes associated with Healthcare Reform.

A few of our partnerships include:

  • Netchex, a payroll provider that offers a superior benefits management tool including convenient benefit portals that give employees direct access to the information they need.
  • AdminAmerica, a provider of COBRA administration, FSA and HRA Plans.

Your Road-Map To Endless Horizons

We also work with individuals to provide life, long term care and medical insurance.

Jennifer is a registered representative with H. Beck, Inc. Through this firm, you have contact with a wide array of choices through over 25 mutual fund families. Whether it is common stocks or mutual funds, Financial Directions can assist you in achieving your investment goals.

Other services provided by Financial Directions for our individual and business clients include:

  • 401(k) Plans
  • Retirement Strategies
  • IRAs
  • College Savings Plans
  • Life Insurance
  • Long-term Care
  • Medical Insurance
  • Disability Insurance

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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