• It’s a sobering thought—many people approaching retirement today realize they may outlive their retirement savings. We can offer you a variety of insights and strategies to maximize your savings, and put a plan in place that offers you sound planning and peace of mind throughout your retirement years.

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  • We offer advanced tax work and accounting experience for all types of individual, business and corporate needs. Servicing all areas of Rhode Island and Massachusetts, we provide you with all the knowledge and tools you need to get your financial and tax services done right.

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  • There are many choices for Medicare, and Medicare Supplements. Choosing the best plan for you can be overwhelming. We represent the major Medicare carriers and their plans, and we will search for the best plan for you and your family.

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  • Welcome to Advanced Planning Associates, Inc.

    At Advanced Planning Associates, we provide our clients with unique income strategies and asset protection. We assure individuals that are in retirement or about to enter retirement that “you won't outlive your money". Our planning assures that you can still receive a fair return on your savings, while remaining independent.
    For over 40 years, Advanced Planning Associates Inc. has been one of Rhode Island’s premier financial consultant firms. Our diversified expertise includes annuity establishment, retirement preparation, and helping people choose the best Medicare coverage and supplements to meet their needs when the time is right. 

    "Be Informed Not Surprised"

  • The Advanced Planning Associates Team - Over 40 Years of Experience!