Senior Planning Group

Excellent service from Barbara/Sara and the rest of the team at senior planning services. They went above and beyond to help my grandfather with his financial planning needs. I would suggest everyone in the Milwaukee area use them for long/short term elder financial planning.
Feb 12th, 2024

Barbra and her staff have been so helpful. You do not realize how many details you need to consider as you prepare yourself, your spouse and family for the the future. They were they every step of the way to help out and answer any question you might have from preparing your legal documents to applying for Sate and County help. I don't know what we would have done if we had not contacted Senior Planning Group. They are terrific.
Dec 20th, 2023

Compassionate, caring, and knowledgeable. Can't say enough about the help I have gotten.
Jun 8th, 2023

Senior Planning Group is a very valuable resource. They have helped me out in times of trouble and confusion concerning the care of my elderly parent. These people are experts and know more about senior planning than I ever wanted to learn including all the nuances that affected my individual situation. When all the other experts were pointing me in different direction, Senior Planning Group was able to tell me the truth about my options and point me in the right direction. Save yourself some trouble and go see them with your questions. I highly recommend!
Dec 1st, 2021

I highly recommend The Senior Planning Group if you need help with Medicaid, financial matters and legal matters for your aging parents. Barbara Horstmeyer and Atty. Melissa Robe were so compassionate and generous with their time for meetings and phone calls. The rates are very reasonable and their combined knowledge unsurpassed.
Jul 21st, 2021