Our promise to you and your family
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.
Although Senior Planning Group 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, we promise to 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
Certified Financial Planners
Certified Senior Advisors
Elder Law Attorneys
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.
Honesty & Integrity
Our referrals and recommendations come straight from over 14 years of expertise and experience and not from a list of commission fee based incentives. Senior Planning Group's referrals are always objective and with our clients' best interest at heart.