Senior Planning Group Reviews


The comments below are actual customer feedback from families who have worked with Senior Planning Group. Leave us a review here.

Senior Planning Group, Inc
Average rating:  
 5 reviews
by Patti Joers on Senior Planning Group, Inc

I was fortunate to have found Barbara Horstmeyer and her company Senior Planning Group in 2006 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. Barbara helped find a good care facility for dad and an invaluable hospice service when the time arose.

She did an exemplary job of working out all of the legal/financial/family aspects to protect both of my parents and their assets. She has a network of healthcare and legal specialists that she works closely with to coordinate these efforts.

Through the years, I have had occasion to call on her counsel many times and she has never failed to be an invaluable resource to me and my family. My dad has since passed away, and recently my mom sold her condo and went into an Assisted Living facility where she currently resides.

My mom paid a reasonable, one-time fee for a lifetime of counsel from this expert. My concerns, like many other families, always seem to be urgent, as there are often attorneys or paperwork with deadlines that need immediate attention. Not only have I found Barbara to be generous with her time and knowledgeable, she has always been extremely prompt in addressing any matter.

On a personal level, Barbara is a very down-to-earth person who has a sincere passion for what she is doing. I am very grateful for the numerous times she has come to the aid of my family and helped us navigate through all of the situations that arise with aging parents.

by Maureen Brinkman on Senior Planning Group, Inc

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. Barb Horstmeyer and Senior Planning Services took the guesswork out of our decision making process and helped make us feel relaxed and comfortable with our choices. They connected us with valuable resources that we did not even know were available or viable options for our mother's care. I would highly if services to anyone seeking care options and advice on planning their loved one's senior years.

by Joanne Pier on Senior Planning Group, Inc

Stress reducer, helpful understanding life planner, extensive knowledge of quality community resources, and compassion are a few of the qualities of Barb Horstmeyer, owner of Senior Planning Group. My husband who has Alzheimer’s Disease, and I have received services from an elder care attorney and guidance and support from social workers who partner with Barb to assist me in caring for my husband. I have “turned our lives over to Senior Planning” and am comforted and grateful by this decision. I know this wonderful group of professionals will be there for us whenever we need them.

by Greg Berg on Senior Planning Group, Inc

In addition to referring Barb and her staff at Senior Planning to many clients I have also used them to help with my own parents. I honestly cannot think of a more important service at a more important time in life. 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.

by Sonia on Senior Planning Group, Inc

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.

To make a long story short, Senior Planning Group was recommended to me by someone that works in the caregiving industry. What she told me sounded great, so I proceeded to look at the website to get more information. I was pleased with what I read on the website, so I then contacted Senior Planning Group. 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. They helped in so many ways, more than what I can type. I appreciate everything they've done and continue to do and I highly recommend them.