• About Advanced Planning Associates, Inc.

  • At Advanced Planning Associates Inc., we provide our clients with unique income strategies and asset protection. We assure individuals that are in retirement or about to enter retirement that, "They can't outlive their money" and they can still receive a fair return on their savings, while remaining independent.

    For over 15 years Advanced Planning Associates Inc. has been one of Rhode Islands premier financial consultant firms. Over the years it has grown to become not only a financial consulting firm, but also a leader and pioneer in college planning and retirement preparation.

    Steve Jennings is president and founder of Advanced Planning Associates Inc. Mr. Jennings brings over 35 years of experience in the financial industry. He assists clients and other professionals with unique advanced planning analysis for their estate, business, gift and retirement concerns.

    Steve is a native Rhode Islander who was born and raised in Newport RI, attending Roger Williams College, (currently Roger Williams University), and graduating in 1972 with a B.S. in Accounting. While at Roger Williams, he served as Senior Class President and was honored by being listed twice in Who's Who in American Colleges and Universities.

    Steve Jennings has addressed numerous financial and insurance professional organizations on the important senior issues and has placed articles in several local periodicals on retirement planning and asset protection strategies. He is frequently asked to speak at senior centers and service organizations to impart his "Plain Talk" explanations for many of the complex issues seniors face today.