What Senior Resource Center does

Senior Resource Center, Inc. (SRC) is a privately held Massachusetts professional services firm founded in 2000 by Anthony S. Falco, Esq., headquartered in Quincy, MA. The firm provides a multi-disciplinary elder care platform that combines Medicaid/MassHealth planning, lifetime case management, asset protection planning, and estate planning coordination for Massachusetts seniors and their families. Core service lines include Medicaid/MassHealth eligibility planning (both long-term institutional care and community-based programs such as PACE, Community Choices, PCA, Adult Foster Care, and Adult Day Health), case management across the care continuum, asset protection strategies, and coordination of legal services such as wills, health care proxies, durable powers of attorney, and special needs trusts. Legal work is delivered through an affiliated firm, Falco & Associates, P.C., also founded by Anthony S. Falco.

The company is service-based rather than technology-based, with no proprietary software, app, or AI product disclosed. It operates from five Massachusetts offices (Quincy, Lexington, Danvers, Framingham, and Hyannis) covering the South Shore, North Shore, Metro West, and Cape Cod, and delivers services via a team of licensed attorneys, registered nurses, certified case managers, and benefits coordinators. Customer acquisition is consultative, anchored by free initial consultations and supported by content marketing (monthly newsletters since 2020, an active blog, educational webinars with partner panelists), social media presence on Facebook/Instagram/LinkedIn, and referrals from satisfied clients and complementary professionals (funeral homes, realtors, reverse mortgage lenders). Pricing is quote-based and not publicly disclosed.

SRC is founder-owned and independently operated, with no disclosed private equity, venture capital, or institutional investment. Shareholders include Anthony S. Falco (President, CEO), Ronald R. Kearns (R.N., Esq.), and Kevin Spitz (Esq.). Membership in the National Academy of Elder Law Attorneys (NAELA) and the firm's 25-year operating history underscore its positioning as an established, credentialed specialist in Massachusetts elder law and benefits planning.

Name

Senior Resource Center

Legal name

Senior Resource Center, Inc.

Website

https://helpingelders.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Senior Resource Center is a Massachusetts-based professional services firm providing Medicaid/MassHealth planning, case management, asset protection, and estate planning coordination to Massachusetts seniors and their families via five statewide offices and an affiliated elder law practice.

Ownership category

akta.pro rank

Product category

Elder Care Services

NAICS

Services for the Elderly and Persons with Disabilities (624120), Services for the Elderly and Persons with Disabilities (62412)

SIC

Services-Social Services (8300), Services-Health Services (8000)

akta.pro primary industry

Benefits, Insurance & Entitlement Navigation (Medicare/Medicaid/VA/LTC) (HSABAIAG)

akta.pro secondary industries

Chronic Care & Complex Care Management (HSABAIAD), Benefits, Insurance & Long-Term Care Planning Navigation (Medicare/Medicaid/LTC) (HLADALAI)

Keywords

• Elder care services
• Medicaid planning
• Estate planning
• Case management
• Asset protection

Headquarters

HQ city

Quincy

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D, Others

Revenue model

1. Professional Services Fees: SRC generates revenue through fees for professional elder care consulting, Medicaid/MassHealth planning, case management, and estate planning coordination services. Initial consultations are offered at no cost as a lead generation strategy.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Senior Resource Center provides Medicaid (MassHealth) planning, lifetime elder care case management, asset protection strategy, and estate planning coordination services for Massachusetts seniors and their families. The company delivers a multi-disciplinary approach uniting case management, legal overview, and financial guidance professionals under one roof to help seniors qualify for government benefits, protect assets from nursing home costs, and coordinate care across providers.

Product overview

Senior Resource Center, Inc. (SRC) is a Massachusetts-based elder care and estate planning services company offering an all-inclusive, multi-disciplinary approach to senior care. The company provides a unified platform of services combining case management, legal overview (in partnership with Falco & Associates, P.C.), and financial protection guidance. Core service offerings include Medicaid (MassHealth) Planning Services, Case Management for comprehensive lifetime care coordination, Asset Protection Planning, and Estate Planning Coordination. Supporting services include Community Medicaid programs (PACE, Community Choices, PCA Program, etc.), Long Term Care Medicaid planning, and Financial Guidance. SRC also provides educational resources including webinars and client intake forms. The company operates from five Massachusetts locations (Quincy, Lexington, Danvers, Framingham, and Hyannis) and serves clients throughout the state.

Differentiator

Problem solved

Functional benefit

Products and services

• Medicaid (MassHealth) Planning Services Comprehensive Medicaid/MassHealth planning services to help Massachusetts seniors qualify for government benefits to cover long-term care, nursing home care, and community-based care services. The service identifies and accesses necessary benefits including Medicaid (MassHealth), Medicare, Veterans Benefits, Long-Term Care Insurance, annuity strategies, asset preservation, and community-based Medicaid programs.
• Elder Care Case Management Comprehensive lifetime care planning and coordination services including needs evaluation, crisis management, care referrals, and health insurance benefit analysis. The Case Management Team is available for lifetime consultation as client care needs change, helping navigate healthcare systems and connect with appropriate resources.
• Asset Protection Planning Financial and legal planning services to protect individual or family assets from nursing home costs and other care-related expenses through asset restructuring and trust planning.
• Estate Planning Coordination Coordination of legal services for estate planning documents including wills, durable powers of attorney, health care proxies, guardianship, family trusts, asset protection, probate avoidance, and special needs trusts, in partnership with affiliated Falco & Associates, P.C.
• Community Medicaid (MassHealth) Programs Navigation Assistance with community-based MassHealth programs including MassHealth Standard, CommonHealth, Community Choices Program, PCA Program, PACE, Caregiver Homes, Adult Foster Care, and Adult Day Health Programs. Helps seniors access at-home care funding and maintain independence.
• Long Term Care Medicaid (MassHealth) Planning Planning services for long-term nursing home care Medicaid benefits, including eligibility qualification and asset preservation strategies for Massachusetts seniors requiring extended nursing home care.
• Financial Guidance Financial planning and guidance services for families navigating Medicaid planning, helping protect assets while achieving Medicaid benefits eligibility and optimizing care dollars and resources.

Named customers7 records

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Falco & Associates, P.C.coreStrategic or Co-development PartnerSRC is affiliated with Falco & Associates, P.C., an elder law firm. SRC provides an overview of potential legal issues and may make referrals to Falco & Associates or a law firm of the individual's choice if legal work is necessary. Anthony S. Falco founded both organizations.
• Longbridge Financial, LLCminorStrategic or Co-development PartnerStephen R. Pepe, JD serves as Reverse Mortgage Consultant with Longbridge Financial. He participated as a panelist in SRC's webinar on aging in place, selling, and downsizing, discussing reverse mortgage options, dos and don'ts, and asset protection strategies.
• Keohane Funeral HomeminorStrategic or Co-development PartnerJoseph M. Reardon, VP for Community Development and Advance Planning at Keohane Funeral Home, participated as a panelist in SRC's webinar on aging in place and pre-paying funerals, discussing funeral planning related to Medicaid eligibility requirements.
• Shiner Group RealtorsminorStrategic or Co-development PartnerHelen Shiner, Broker/Owner at Shiner Group Realtors, participated as a panelist in SRC's webinar discussing reverse mortgages, aging in place vs. selling/downsizing, tax implications, and asset protection on home sale proceeds.
• National Academy of Elder Law Attorneys (NAELA)minorOthersSRC team members Anthony Falco, Ron Kearns, and Kevin Spitz are members of NAELA. Anthony Falco serves as Charter Board member of NAELA Seniors Rights Political Action Committee. NAELA membership provides access to industry best practices and professional development.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• SeniorBridge (Humana): SeniorBridge, acquired by Humana, is a national geriatric care management firm offering private-duty care, care coordination, and benefits navigation for seniors — closely aligned with SRC's case management and benefits navigation model but at national scale and inside a major payer.
• A Place for Mom: A Place for Mom is the largest senior living referral and advisory network in the U.S., connecting families to assisted living, memory care, and home care. Its advisory and family-concierge services overlap with SRC's care coordination and placement offerings, though at much greater scale.
• Right at Home: Right at Home is a national in-home senior care and care coordination franchise. While its core is non-medical home care, its family-facing care advisory and coordination services compete with parts of SRC's home- and community-based care navigation offerings.
• Genworth Financial: Genworth is a major long-term care insurance and related financial products provider. Its LTC insurance business directly intersects with SRC's long-term care planning, asset protection, and benefits optimization services for seniors.
• Caring.com: Caring.com operates a national senior care marketplace with content, reviews, and referral services for assisted living, home care, and elder care resources — a broader, content-led analog to SRC's Massachusetts-focused advisory and referral offering.
• Home Instead: Home Instead is a global senior home care franchise that also provides care guidance and coordination support to families. It overlaps with SRC's home care coordination and community-based program navigation, though delivered through a franchise network rather than a single practice.

Direct peers

• Aging Advisors / Elder Care Consultants: Independent elder care consulting practices like Aging Advisors provide geriatric care management, benefits navigation, and family advisory services — a small-scale, regional analog to SRC's multi-disciplinary elder care planning model.
• Lifespan Geriatrics / Lifespan Care Management: Independent geriatric care management consultancies like Lifespan offer nurse- and social-worker-led care coordination, advocacy, and benefits navigation for older adults — a closely comparable service model to SRC's elder care case management practice.

Emerging players

• WellSky (ClearCare): WellSky (incorporating ClearCare) provides home care software, care coordination platforms, and analytics for senior care providers. It is adjacent rather than directly competitive, but represents the technology-enabled direction that could compete with SRC's manual coordination model over time.

Regional players

• Springwell Elder Services: Springwell is a Massachusetts Aging Services Access Point (ASAP) providing case management, benefits applications, and community care programs for seniors. It is a direct competitor in the Massachusetts market for the same MassHealth and community-based program navigation work SRC performs.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/srcquincy
• LinkedInlinkedin.com/company/seniorresourcecenterinc
• Instagraminstagram.com/seniorresourcecenter

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Senior Resource Center