Senior Planning Group
The Senior Planning Group offers a single resource for seniors and their families. Our group of highly qualified, knowledgeable professionals are experienced in Elder Life Planning.
The Senior Life Care Plan has been the heart of our mission for nine years. We have been presenting programs called “Planning today for tomorrow” for over five years. The word here is “PLAN.” Seniors and their families have asked us for a pre-plan outline or road map for future needs while aging.
Click on the photo to read about Senior Life Care Planning services offered by the Senior Planning Group.
Social Services
Geriatric Care Manager
- Needs Assessment
- Care plan implementation
- Community resource information
Community Resource Referrals and Coordination of Services
- Adult day care services
- Home health care providers
- Bill paying services
- Medical equipment suppliers
- Homemaker/companion services
- Hospice care providers
- Funeral pre-planners
- Estate liquidators
- Movers
- Senior Real Estate Specialists
- Senior Housing Referrals
- Skilled Nursing Homes
- Assisted Living Homes
- Retirement Communities
Care Coordination for Long-Distance Care Givers
Legal Matters
Estate Planning/ Elder Law Attorney W. Ryan Zenk
- Wills
- Trusts
- Financial power of attorney
- Health care power of attorney
- Elder abuse advocacy
- Document review
- Spousal impoverishment protection
Financial Services
Cooperation with Qualified Planners
- Certified Senior Advisors (CSA)
- Certified Financial Planners (CFP)
- Certified Public Accountants (CPA)
Strategic Planning Help
- Financial inventory
- Income for life plans
- Plan for financing senior care
- Preservation and distribution of wealth plans
- Gifting strategies
- Medicaid, Title 19 planning
- Retirement plan distribution strategies
- Tax preparation services
- Crisis planning
- Long-term care insurance
- Bonded bill pay
- Assistance with VA benefits
Review of Life, Health and Long-Term Care Insurance Policies
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.
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.
For more information, click on the house!
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.
Once 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.
For a printer friendly version of our services, please click here.