• Advanced Planning Associates, Inc.
    Advanced Planning Associates, Inc.Specialized Planning in Taxes, Retirement and Medicare
  • Call us at (401) 247-9882

    Or visit our office: 10 Child Street, Warren, RI 02885

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      • Medicare Insurance
      • Retirement Planning
      • Asset Based Long Term Care
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  • Steve Jennings helped us to send our daughter to a top tier New England Liberal Arts College

    27 Mar 2015 | Testimonials | admin

    "Steve Jennings helped us to send our daughter to a top tier New England Liberal Arts College by taking advantage of scholarships and strategies which would ultimately have eluded us. He saved us over $200,000 and enabled our daughter to graduate ...

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    Thank You

    27 Mar 2015 | Testimonials | admin

    "Thank you very much for giving up your time on the evening of January 11th in order to share your experiences regarding financing college. Each member of the panel had expertise and experiences that were worth sharing. To quote from a note from one...

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    "Quite frankly, Steve and Advanced Planning Associates, "Saved Our Financial Lives….!"

    27 Mar 2015 | Testimonials | admin

    At the time, my wife and I had just relocated back to Rhode Island and Steve was once again preparing our personal income tax returns and also began preparing all of our business tax forms, for a small local fledging business we had purchased. On ...

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  • Tax & Accounting Services
  • Medicare Insurance
  • Retirement Planning
  • Asset Based Long Term Care
  • More Information?

    Call now at: (401) 247-9882

  • For more information or to request a personal consultation call (401) 247-9882

  • 10 Child Street Warren, RI 02885 Email: sjplanner@aol.com
  • Advanced Planning Associates, Inc.

    Address
    10 Child Street, Warren, RI 02885
    Phone
    (401) 247-9882
    Email
    sjplanner@aol.com

  • Services

    • Tax & Accounting Services
    • Medicare Insurance
    • Asset Based Long-Term Care
    • Retirement Planning

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