Senior Life Care Planning
Sometimes you have to make life-changing decisions about yourself or loved ones. Its hard to find answers about the legal, financial, and long-term effects of various options while dealing with the emotional issues.
The Senior Planning Group, Inc. is a unique multidisciplinary specialty practice intended to serve the needs of the elderly and their families. We are actually three companies in one. We offer comprehensive geriatric care management, late-life financial planning and have a strategic alliance with an elder law attorney. The cost of utilizing our services are usually offset by the financial benefits gained as well as peace-of-mind.
Many families visit our website for our comprehensive pre-planning services referred to as the Senior Life Care Plan. Unfortunately, most of us do not plan ahead and find ourselves suddenly tossed into a storm of “crisis planning.” This storm is typically beyond one’s control and can catch a family off guard and easily drift them into a crisis situation. With professional assistance, including careful analysis and strategic planning, costly mistakes can be avoided while enhancing the quality of life for those involved.
Although the Senior Planning Group, Inc. cannot stop the storm, we can provide the necessary anchor to help steady families during their season of turmoil.
Whether you're pre-planning or currently facing a health care crisis, the Senior Planning Group can help you develop a plan to preserve your estate and savings from unnecessary health care expenses while exploring all of your options for funding the cost of long-term care.
At the Senior Planning Group we offer a single resource for seniors and their families while working closely with highly qualified, knowledgeable professionals. Our group of professionals include:
Geriatric Care Managers
Certified Social Workers
Registered Nurses
Certified Financial Planners
Certified Senior Advisors
Elder Law Attorneys
For a complete listing, please refer to our Services page.
For a copy of our Privacy Practice, please click here.
Gold Sponsor: 2009 Alzheimer's Association Family Caregiver Conference
The Senior Planning Group was one of two Gold Sponsors for the 2009 Waukesha County Alzheimer's Association Family Caregiver Conference that was recently held at Elmbrook Church. Barbara Horstmeyer also sat on the disussion panel answering many questions about Alzheimer's disease and other related memory disorders.

Our Mission
Functioning as an extended family, we provide guidance, education and support to help our clients understand and manage the financial, legal and social issues of aging.
Although the Senior Planning Group, Inc. cannot stop the storm, we can provide the necessary anchor to help steady families during their season of turmoil. |
A Senior Life Care Plan combines asset protection and care coordination into a single convenient package. It is the ultimate protection for elders and their families.
One Fee For Your LifetimeOnce your Senior Life Care Plan is established, it will continue to change with your loved one's needs. The plan remains until the end of your loved one's life.
With Critical Signal Technologies
Secure At Home is a PERS: Personal Emergency Response System – but it’s more than the ‘panic button’ service the name suggests.

