• Advanced Planning

    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.

  • Tax Preparation and Planning

    • Individual
    • Business
    • Non-Profit Entities
    • Estate Tax Filing
  • Accounting Services

    • Financial Statements
    • Business Consulting Services

  • Retirement Planning - Senior Advisor Services

    • Tax Deferral
    • Asset Protection
    • Life Time Income Security
    • MediCare Health Insurance
    • Long-Term Care Insurance
    • Reverse Mortgage Planning
    • Life Insurance Planning
    • Asset Based Long-Term Care
  • Society of Certified Senior Advisors™

    In 1997, Ed Pittock, president of The Society of Certified Senior Advisors, gathered experts in all facets of aging, which included doctors, attorneys, gerontologists, accountants and financial planners. All shared Ed's vision, to help seniors benefit from receiving in-depth information from professionals who were accustomed to working with seniors.

    Steve Jennings became a Certified Senior Advisor in 2003, and has provided his “plain talk” approach to many groups of seniors since that time, helping them to understand the unique challenge of "NOT OUTLIVING YOUR MONEY.”

    Whatever your age, Steve can help you review your current financial status and future goals and desires, to put together a plan that protects your savings and retirement money in order to live a more active life style. Please feel free to call for a free consultation in our office or your home.