Senior Planning Group, inc

909 N Mayfair Rd. Suite 202 Wauwatosa WI 53226

About Senior Planning Group, inc

Sometimes you have to make life-changing decisions about yourself or loved ones. Its hard to find answers about the legal, financial, and long-term effects of various options while dealing with the emotional issues.

The Senior Planning Group, Inc. is a unique multidisciplinary specialty practice intended to serve the needs of the elderly and their families. We are actually three companies in one. 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.

Although Senior Planning Group cannot stop the storm, we can provide the necessary anchor to help steady families during their season of turmoil.

Whether you're pre-planning or currently facing a health care crisis, we promise to help you develop a plan to preserve your estate and savings from unnecessary health care expenses while exploring all of your options for funding the cost of long-term care.

At the Senior Planning Group we offer a single resource for seniors and their families while working closely with highly qualified, knowledgeable professionals. Our group of professionals include:

Elder Law Attorneys
Geriatric Care Managers
Certified Social Workers
Registered Nurses
Certified Financial Planners
Certified Senior Advisors

Areas of practice

  • Medicaid
  • Medicare
  • Mental Illness/Civil Commitment
  • Retirement Benefits
  • SSI/SSDI Applications & Appeals
  • Wills
  • Trusts & Powers of Attorney
  • Long Term Care Planning for individuals over Age 65
  • Planning for Disability for individuals under Age 65
  • Administering Special Needs Trusts
  • Advising & Drafting Special Needs Trusts
  • Attorneys Providing Fiduciary Services
  • Contested Estates & Trusts
  • Decedent's Estate & Trust Administration
  • Elder Abuse/Fraud Recovery Matters
  • Guardianship/Conservatorship (contested)
  • Guardianship/Conservatorship (uncontested)

Ryan Zenk - Attorney

Ryan is a strategic partner of the Senior Planning Group. He is able to meet with families to discuss "spousal impoverishment, Medicaid, Asset Protection or any other Estate Planning Issues." There is not a cost for this initial consultation. If legal documents are needed, he will always quote those fees at the time of consultation.

Ryan has practiced law in the area of Estate and Asset Protection Planning, Tax and Elder Law for over 19 years. He received his Bachelor and Juris Doctor degrees from University of Wisconsin-Madison. Ryan is a member of the National Academy of Elder Law Attorneys, Wealth Counsel, the Illinois/Wisconsin Forum of Estate Planning Attorneys, the AARP Legal Service Network and the Real Property, Trust and Probate and the Elder Law Committees of the Wisconsin Bar. His law office is located in Wisconsin, with an affiliated office in Arizona.
In his free time, Ryan enjoys traveling, hiking, scuba diving, running and trout fishing. He also has two daughters.