Advanced Planning Associates offers retirement planning, Medicare insurance, and asset-based long-term care services to ensure clients do not outlive their savings.
Advanced Planning Associates, Inc. specializes in retirement planning, Medicare insurance, and asset-based long-term care. Founded over 40 years ago, the firm offers unique income strategies and asset protection, assuring clients that they won't outlive their money.
Services include personalized retirement planning, comprehensive Medicare guidance, and innovative asset-based long-term care solutions. The team, led by President Steve Jennings and Associate Joy Jennings, leverages extensive experience to provide clear, actionable financial advice tailored to individual needs.
Unique income strategies and asset protection
Certified Senior Advisors with plain talk approach
Hybrid Asset-Based Long-Term Care solution
Services
Retirement Planning
Helps clients maximize savings and create a retirement plan that ensures they won't outlive their money.
Guides clients through Medicare plan selection, offering personalized consultations and group presentations.
Personalized Medicare plan recommendationsGroup presentations and free consultationsExperienced team handling Parts A, B, C, and D
Asset-Based Long-Term Care
Provides a hybrid long-term care solution that pays for care tax-free and leaves funds for heirs.
Tax-free payment for long-term careFunds retained for heirs upon deathAvailable since 2006 under the Pension Protection Act
Credentials & Certifications
Certified Senior Advisor
Since 2003
Reviews
Rating
5
★★★★★
Reviews
1
Frequently Asked Questions
How does Advanced Planning Associates ensure clients won't outlive their retirement savings? +
Through phase-specific planning, inflation protection plans, and income stream assurance, the firm creates personalized strategies to protect and grow retirement funds.
What makes Asset-Based Long-Term Care unique? +
It provides tax-free payment for long-term care expenses and retains funds for heirs, leveraging the Pension Protection Act of 2006.
5.0
