Our History

We first opened Senior Advisory Services in 2007 and evolved into The Life Planning Companies. At first offering the retiree a specialized marketplace of service professionals that Retirees & Baby Boomers will utilize.  What most people do is plan for retirement, not for the unexpected. The Life Planning Companies has create a path so that the retiree can "age in place" PROPERLY. Now we've migrated to business families and their employees, as we've seen the dramatic wasting away of a families legacy and wealth. With our Later Life Planning® strategies for businesses and their employees, families can once again life life to its fullest and be purposeful.

Our Mission Statement

Our mission is to service the individualized needs of business owners and their employees,  by implementing Later Life Planning®. Our main focus is to support families in their successful journey to true "Legacy".