Our Referral Partners

What to Expect When

You Work with Us

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Our services complement those of our referral partners.

Life Care Planning is the third leg of a tripod that supports the efforts of our financial advisory and estate planning partners.

  • Responsiveness.

    We promptly answer your questions, and always take the time to help you understand our recommendations. We are proactive communicators who keep you informed every step of the way.

  • Focus.

    Our attention to detail sets us apart. Our Managing Directors, Registered Nurse Advocates, and Personal Needs Coordinators have all received special training and carefully document all details related to your client’s case.

  • Confidentiality.

    We understand that you handle the very intimate details of your client’s life. We always go above and beyond to ensure your client’s confidentiality, and that their privacy is maintained.

  • Outcome-Driven.

    By partnering with you we take an active role in addressing the challenges your clients are facing and help set them on a path to a fulfilled life.

Our ultimate goal is to partner with you to enhance the lives of your clients

We expertly weave in our decades of medical expertise with resources that support families, not just their senior loved one. We specialize in working with families who are trying their best to navigate the often overwhelming aging process. Our business is to make sure that our clients do not have to do this alone.

Contact us.

(855) 545-6794

dferguson@lifecareplanning.partners

435 N Broadway, Suite B

De Pere, Wisconsin 54115