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. Many families visit our website for our comprehensive pre-planning services referred to as the Senior Life Care Plan. Unfortunately, most of us do not plan ahead and find ourselves suddenly tossed into a storm of “crisis planning.” This storm is typically beyond one’s control and can catch a family off guard and easily drift them into a crisis situation. With professional assistance, including careful analysis and strategic planning, costly mistakes can be avoided while enhancing the quality of life for those involved. Although the Senior Planning Group, Inc. 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, the Senior Planning Group can 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 Registered Nurses Certified Financial Planners Certified Senior Advisors Elder Law Attorneys
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The Senior Planning Group, Inc annual revenue was $1 million in 2026.
Barbara Horstmeyer is the Founder and President of Senior Planning Group, Inc.
2 people are employed at Senior Planning Group, Inc.
Senior Planning Group, Inc is based in Brookfield, Wisconsin.
The NAICS codes for Senior Planning Group, Inc are [62, 6241, 624].
The SIC codes for Senior Planning Group, Inc are [83, 832].