Senior Planning Group

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Senior Planning Group Helping seniors and families navigate the complexities of aging with confidence. The Senior Planning Group, Inc. We are actually three companies in one.

We provide compassionate guidance and support with Medicaid planning, long-term care, financial matters, and access to essential resources. is a unique multidisciplinary specialty practice intended to serve the needs of the elderly and their families. 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.

“The Sandwich Generation — caring for parents and kids at once. We see you, and we’re here to help. 💙💚 Call us at 262‑67...
09/29/2026

“The Sandwich Generation — caring for parents and kids at once. We see you, and we’re here to help. 💙💚 Call us at 262‑670‑8888.”

We’re growing — and this is one of those opportunities you don’t want to pass up.Senior Planning Group is hiring a Case ...
09/23/2026

We’re growing — and this is one of those opportunities you don’t want to pass up.

Senior Planning Group is hiring a Case Manager (SW or RN) to join our team of compassionate professionals who guide seniors and families through some of life’s most meaningful transitions.

If you’re a Social Worker or Registered Nurse who loves building relationships, creating thoughtful care plans, and helping older adults maintain dignity, safety, and independence… this role is truly special.

What you’ll do:
• Create individualized care plans that support seniors medically, socially, emotionally, and cognitively
• Coordinate care across providers, facilities, and family members
• Advocate for clients and guide families through complex decisions
• Conduct assessments, home visits, and ongoing monitoring
• Be part of a team that values compassion, clarity, and doing what’s right

This is meaningful work with a supportive team, a mission that matters, and the chance to make a real impact every single day.
Reach out if you’d like to learn more or know someone perfect for this role.

We’re growing — and this is one of those opportunities you don’t want to pass up.Senior Planning Group is hiring a Case ...
09/23/2026

We’re growing — and this is one of those opportunities you don’t want to pass up.

Senior Planning Group is hiring a Case Manager (SW or RN) to join our team of compassionate professionals who guide seniors and families through some of life’s most meaningful transitions.

If you’re a Social Worker or Registered Nurse who loves building relationships, creating thoughtful care plans, and helping older adults maintain dignity, safety, and independence… this role is truly special.

What you’ll do:
• Create individualized care plans that support seniors medically, socially, emotionally, and cognitively
• Coordinate care across providers, facilities, and family members
• Advocate for clients and guide families through complex decisions
• Conduct assessments, home visits, and ongoing monitoring
• Be part of a team that values compassion, clarity, and doing what’s right

This is meaningful work with a supportive team, a mission that matters, and the chance to make a real impact every single day.

I’m sharing our SPG logo below — reach out if you’d like to learn more or know someone perfect for this role.

Community and friendship correlate with better mental and physical health outcomes for everyone, especially in adults 65...
09/17/2026

Community and friendship correlate with better mental and physical health outcomes for everyone, especially in adults 65 and older. In this article, The National Council on Aging shares strategies older adults can use to strengthen established bonds and create new ones.

It can be harder to make friends as we get older. But friendships offer both mental and physical health benefits. Here are some tips for widening your circle of friends.

Su***de has no age, gender, or race. It is something that can affect anyone at anytime. As we grow old, life confronts u...
09/17/2026

Su***de has no age, gender, or race. It is something that can affect anyone at anytime. As we grow old, life confronts us with new obstacles, from losing family & friends, to health issues and loss of independence.

According to the CDC, in 2022, among the nearly 49,449 su***des that took place in the U.S., 10,433 were attributed to people age 65 and up. By creating open discussion around this sensitive topic, as a community, we can break the stigma around mental health and su***de.

If you or someone you know is struggling with thoughts of depression or self-harm, at Senior Planning Group we encourage you to reach out for support. The person you turn to doesn’t have to be someone you know.

You can dial or text 988, the Su***de & Crisis Lifeline, from your phone to speak with a counselor who is specially trained in su***de prevention. These counselors are available anytime, day or night, 365 days a year. Individuals in Wisconsin can also reach out for additional social service and mental health resources by dialing 211.

Lets

09/17/2026

September is Healthy Aging Month! 🌿

Healthy aging is about small, consistent choices and it’s never too late to start.

🚶 Keep moving: Regular walking and physical activity can support mobility, heart health, and independence.

🥗 Eat well: Choose plenty of fruits, vegetables, whole grains, and lean proteins to help your body stay strong.

😴 Prioritize sleep: Adults 65+ generally need about 7–8 hours of sleep each night to support overall health and well-being.

❤️ Stay connected: Spending time with friends and family, volunteering, and enjoying hobbies can support both emotional and physical health.

A healthier future can start with one small change today. Senior Planning Group is here to support you and your family through every stage of aging.

There are a lot of misconceptions about Medicaid, especially when it comes to eligibility, assets, and long-term care. K...
09/14/2026

There are a lot of misconceptions about Medicaid, especially when it comes to eligibility, assets, and long-term care. Knowing the facts can help families make more informed decisions and better prepare for future care needs.

Medicare and Medicaid can be confusing but understanding the difference can make planning for care much easier. Medicare...
09/11/2026

Medicare and Medicaid can be confusing but understanding the difference can make planning for care much easier. Medicare is primarily federal health insurance for adults 65+ and certain younger individuals with disabilities, while Medicaid helps eligible individuals with healthcare and long-term care costs.

Have questions about your options? Senior Planning Group is here to help you navigate the process with confidence.

09/05/2026

At Senior Planning Group, we provide personalized guidance, compassionate advocacy, and coordinated support to help families move forward with clarity and confidence.

Have questions about your family’s next steps? Contact Senior Planning Group today to learn how we can help.

09/05/2026

At Senior Planning Group, we provide personalized guidance, compassionate advocacy, and coordinated support to help families move forward with clarity and confidence.

Have questions about your family’s next steps? Contact Senior Planning Group today to learn how we can help.

Address

125 N. Executive Drive Suite 210
Brookfield, WI
53005

Opening Hours

Monday 8:30am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12626708888

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