About %%COMPANY NAME%%
Tennyson Life Insurance Solutions serves Southern California, Hilton Head Island, SC and surrounding communities. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Tennyson Life Insurance Solutions.
Tennyson Life Insurance Solutions provides investors custom-tailored strategies to meet short- and long-term needs. Our goal at Tennyson Life Insurance Solutions is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
Roger Tennyson is a seasoned financial advisor with extensive experience across various sectors of the financial industry. Roger’s approach to financial planning is deeply personalized; he works closely with each client to uncover their core values and life goals, crafting strategies that support and reinforce these ideals.
With a strategic focus on generating multiple streams of income, Roger collaborates with CPAs to refine tax strategies, aiming to minimize tax liabilities and maximize after-tax income. His work extends to partnering with attorneys to assist clients in avoiding probate, efficiently transferring wealth to subsequent generations, and effectively managing their business and charitable interests.
Roger resides in Lake Arrowhead, CA, with his wife Heidi Wright-Tennyson, a PGA Head Golf Professional at Lake Arrowhead Country Club, Roger enjoys an active personal life. Both he and his wife are avid golfers who also relish hiking and traveling. Roger is a dedicated family man, blessed with a daughter and a son, embracing the joys and responsibilities that family life brings.
As a diligent and detail-oriented Administrative Assistant at Tennyson Life Insurance Solutions, I am dedicated to providing pivotal financial support to both our team and our esteemed clients. With a robust background in administrative duties and financial management, I excel at optimizing processes and enhancing operational efficiency across the board.
My role involves assisting clients in navigating the intricacies of retirement planning, ensuring a smooth transition that allows them to relish their life post-career without the burden of complex procedures. I am passionate about building enduring relationships with our clients, and committed to delivering an exceptional experience that fosters trust and satisfaction.
Through my meticulous attention to detail and unwavering commitment, I strive to contribute significantly to our team’s success, ensuring that every client interaction and internal process is handled with the utmost professionalism and care.