In their own words.

Through the years, I have had occasion to call on their counsel many times and they have never failed to be an invaluable resource to me and my family.

I was fortunate to have found Senior Planning Group when my father was about to go into a nursing home. No financial planning had been done and we were in “crisis mode” trying to figure out how not to impoverish my mom by using up all of my parent’s savings on my dad’s care. The team helped find a good care facility for dad and an invaluable hospice service when the time arose.

They did an exemplary job of working out all of the financial and family aspects to protect both of my parents and their assets, and they work closely with a network of healthcare and legal specialists to coordinate those efforts.

My dad has since passed away, and my mom later sold her condo and moved into an Assisted Living facility. My mom paid a reasonable, one-time fee for a lifetime of counsel.

On a personal level, they are very down-to-earth people with a sincere passion for what they do. I am very grateful for the numerous times they have come to the aid of my family and helped us navigate all of the situations that arise with aging parents.

They connected us with valuable resources that we did not even know were available or viable options for our mother’s care.

I never thought of using a senior planning service until my mother’s capacity for personal care declined to the point that I knew we needed help to navigate the stream of paperwork and the tidal wave of care options.

It became overwhelming and we wanted to make the best possible decisions but didn’t have the personal connections or knowledge to do so. The Senior Planning Group team took the guesswork out of our decision making process and helped make us feel relaxed and comfortable with our choices.

I know this wonderful group of professionals will be there for us whenever we need them.

Stress reducer, helpful understanding life planner, extensive knowledge of quality community resources, and compassion are a few of the qualities of the Senior Planning Group team.

My husband, who has Alzheimer’s Disease, and I have received guidance and support from the social workers who assist me in caring for him, along with services from an elder care attorney. I have “turned our lives over to Senior Planning” and am comforted and grateful by this decision.

I honestly cannot think of a more important service at a more important time in life.

In addition to referring the Senior Planning Group team to many clients, I have also used them to help with my own parents.

Senior Planning workers are professional, knowledgeable and use their deep experience to help make wise decisions with a high probability of success that without their input would be simply guesswork. I highly recommend Senior Planning to anyone who needs help navigating the complicated and bureaucratic health care system.

They helped in so many ways, more than what I can type.

Years ago, I was struggling, trying to figure out what to do with my parents. My mother had Parkinson’s and my father had Alzheimer’s. They both wanted me to take care of them, but I knew I could not. They didn’t want outside help and could not take care of themselves. Between work and a family of my own, I knew it would be too overwhelming to take care of them myself.

Senior Planning Group was recommended to me by someone that works in the caregiving industry. The staff was wonderful, they helped me set up care for my parents, helped guide me through the selling of their house and rental properties and helped guide me through their finances. I appreciate everything they’ve done and continue to do and I highly recommend them.