Your Partner in Building Wealth, Confidence & a Future You Can Count On.

Your retirement, your legacy, and your peace of mind deserve more than guesswork.
They deserve a plan, a partner, and a CHAMPION in your corner.

Jeanna Bumpas – Your Financial Partner

Smart Planning for Real Life, Real Families & Real Futures

Retirement isn’t one-size-fits-all, it’s personal.

You’ve spent years working, saving, and showing up for your family… now it’s time to make sure your money shows up for you. This chapter should feel secure, intentional, and built on a strategy designed specifically around your life, your goals, and the legacy you want to leave.

I’m Jeanna Bumpas, an independent wealth strategist dedicated to helping individuals and families prepare for, plan, and truly enjoy their retirement. My approach is simple: personalized strategies that protect what you’ve built, grow what you’ve saved, and create confidence for the years ahead.

Through smart retirement planning and insurance-based wealth solutions, I help you:
✔ Create guaranteed lifetime income
✔ Protect your assets from life’s curveballs
✔ Maximize tax efficiency
✔ Build a holistic financial plan that supports your dreams and your loved ones

Because retirement shouldn’t feel uncertain, it should feel peaceful, purposeful, and completely aligned with the life you’ve worked so hard to create.

Retire with confidence

Our Planning Process

Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.

Start Smart

Apply Discipline

Communicate Progress

Start Smart

Get a Clear Understanding of Your Financial Life

First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.

Six Fundamental Financial Planning Considerations

Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.

Apply Discipline

A Retirement Strategy Designed for You

Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.

Our Services, Your Future

At Jeanna Bumpas Financial, I believe true wealth begins with clarity and understanding. My mission is to make financial literacy simple and strategic, empowering you to make confident, informed decisions that align with your goals, values, and long-term vision.

Every service I offer is intentionally designed to help you build, protect, and preserve lasting financial freedom. Together, we create a wealth strategy that works for you today, and continues working for your family for generations.

  • Financial Education

  • Cash Flow Mapping

  • Protection Planning

  • Wealth Building & Preservation

  • Tax Optimization

  • Estate Planning

  • Student Loan Strategy

Communicate Progress

Jeanna's Commitment to You

Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.

HERE FOR YOU

MEET YOUR CHAMPION WEALTH STRATEGIST

Jeanna Bumpas

Wealth Strategist | Speaker | Founder of the CHAMPION Table™

About Jeanna Bumpas

Jeanna Bumpas is a seasoned wealth strategist, speaker, and entrepreneur dedicated to helping individuals build confident, purpose-driven financial futures. After navigating major career transitions and redefining her own path to financial independence, she developed a passion for empowering others to take control of their money, their choices, and their long-term legacy.

With a BBA from LeTourneau University and an MBA from Rice University, Jeanna brings both academic excellence and real-world experience to every client relationship. She is the creator of the C.H.A.M.P.I.O.N.™ Table, a transformative framework designed to help women elevate, excel, and prosper in life, leadership, and wealth.

As an insurance broker and wealth specialist, she focuses on guiding clients through the safe side of financial planning, specializing in strategies that protect, grow, and preserve wealth through every season of life. Her approach is rooted in clarity, education, and empowerment, because she believes financial confidence starts with understanding and grows through intentional action.

Beyond her professional work, Jeanna is a two-time published author, a community leader, and a proud Texas native. She is a loving wife, devoted mother of four, and a grandmother who cherishes every moment with her growing family. Her life mission is simple: to help others be seen, supported, and strategically positioned for long-term success.

Ready To Talk?

Schedule Your Complimentary Retirement Review Today!

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