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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Jennifer Beason



Jennifer Beason, a Georgia Institute of Technology engineering graduate, founded Financial Directions in 1983 in order to leverage her analytical skills in the employee benefits arena. Jennifer has spent over 30 years growing a loyal client-base while cultivating important contacts in the industry to make an entire team of resources and specialists available. These resources are valuable in providing customized solutions and answering technical questions. As an independent broker, Jennifer can work with all major companies that provide employee benefits.

Jennifer obtained the Chartered Life Underwriter and Chartered Financial Consultant designations in 1987 and 1994 respectively. Ongoing education through The American College of Financial Services and other industry webinars and seminars remains a priority. “Essentials of Healthcare Reform”, which detailed many features of the Affordable Care Act, was among the numerous coursework completed recently.

Jennifer is a charter member and founding officer of the Northwest Georgia Health Underwriters serving as Program Chair for 5 years providing guest speakers and continuing education for Chapter meetings. Additionally, Jennifer is serving on the board of Keep Calhoun Gordon Beautiful and on the board of the Friends of the Library.  She previously served on the Gordon County Chamber of Commerce Board, previously President of the Calhoun Beautification Committee and is a Lifetime Master Gardener

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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