Senior Planning Group Philosophy
Our philosophy is simple, yet goes way beyond what many stand alone private care management firms, law offices and financial planning firms offer.
Many families in a crisis find themselves going first to an attorney whose main goal is focused on asset preservation. Too often I have met with seniors who are living in nursing homes instead of their home or an assisted living facility. Our multidisciplinary team approach first ensures that your loved one receives the best possible care in the least restrictive environment while working on asset protection and establishing a long range financial plan for future care needs.
Placement agencies and many private care managers either never meet the client they are placing, or do not have a detailed inventory of a client's income and assets to determine not only current cost of care, but do not consider care options when “clients run out of money.” They look to the client's financial planners who often deceive clients to buy products prematurely that will somehow “protect assets from nursing homes.”
But we don’t stop there. Our multidisciplinary team approach helps you address the problems that keep you up at night--like facing an immediate health care crisis with a family member.
At the Senior Planning Group, you get asset protection, long range financial planning and Geriatric care management in a single, convenient package, along with every service your loved one will need during the Senior Care Journey.
The end result for you? It all adds up to peace of mind.
- - Protection of assets;
- - Relief for caregivers as we help you find high-quality services and care;
- - Confidence that your loved one is getting the best possible care in the least restrictive environment;
- - Access to everything you need to complete a care plan, financial plan and legal plan in one place;
- - Provisions for the care of the spouse and other family members dependent on your loved one;
- - Help with every decision you'll face during the long term care journey.
Call today to schedule your family consultation at (262) 670-8888 or toll free at (866) 670-0888.
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.
Click on the photo for more information on Senior Life Care Planning.
Reach your peace of mind. 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.