Senior Planning Group

Senior Planning Group

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07/01/2026

After 25 years Barbara has retired! We wish her well! Being with her family, traveling and enjoying life! Randy, Jill, Sara and Rose have got this! We will rock this!

05/03/2026

After 30 wonderful years, I am retiring and closing this chapter of Senior Planning Group with a very full and grateful heart.

Providing geriatric care management and asset protection planning has never just been a profession to me—it has truly been a calling. Senior Planning Group has been a journey of compassion, trust, and meaningful relationships, and it has been an honor to walk alongside so many families during some of life’s most important and challenging moments.

I am confident that the new owner, along with the dedicated staff at Senior Planning Group, will continue the mission and values that have always been at the heart of this work.

To every family who allowed me to support you, thank you. Your trust, your stories, and your relationships have meant more to me than words can express.

As my husband Fred and I look ahead, we are excited to spend more time with our children, our seven grandchildren, and travel more.

I carry these years—and all of you—with deep gratitude.

05/02/2026
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Telephone

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