About

Our History

We first opened Senior Advisory Services in 2007 and evolved into The Life Planning Companies. We offer the retiree a specialized marketplace of service professionals that Retirees & Baby Boomers will utilize. Boomers own 77% of U.S. financial assets and control over 7 trillion dollars of wealth.  Also known as the “Independent Generation”, the Boomers have a strong influence over their children and often control the life decisions for their aging parents. What most people do is plan for retirement, not for the unexpected. The Life Planning Companies will create a plan so that the retiree can "age in place" PROPERLY.

Our Mission Statement

Our mission is to service pre-retirees, retirees and elder parents  financial, housing, health care and legal specialized needs, by implementing Later Life Planning®. Our main focus is to downsize clients from their current home  or remain at home, all while addressing the “Housing/Care Continuum”.