Seniorcare Planners, Llc

What Seniorcare Planners, Llc does

SeniorCare Planners, LLC is a privately-held Texas financial planning firm headquartered in Waco that specializes in long-term care planning for seniors and the aging/disabled population. Its core services are Medicaid Eligibility Planning, VA Aid & Attendance Eligibility guidance, Long Term Care Planning, Estate Planning, and Asset Protection — delivered as professional advisory engagements rather than a technology product. The firm operates as part of The Zimmerman Law Firm and routes investment-advisory services through John Wessler & Associates, a Texas-registered investment advisor, creating a combined Elder Care attorney + Registered Investment Advisor team. Its go-to-market is relationship-driven: complimentary Benefits Eligibility Reviews offered via phone, supplemented by referrals from healthcare professionals (social workers, geriatric care managers, nurses, discharge planners, attorneys) and Medicaid/VA Benefit Eligibility seminars conducted for those professional referral sources.

The business has no disclosed proprietary technology, software product, or AI component; core technology is listed as "Not publicly disclosed" with no proprietary features. Revenue is generated through professional services fees on Medicaid/VA planning and estate planning engagements, with no public pricing disclosure and a complimentary initial review as the entry point. Geographic reach is regional across Central Texas, with offices in Waco (headquarters), Temple, Killeen, Austin, and Round Rock — several operating by appointment only. Service delivery is centered on a single named advisor (John Wessler, 15+ years in Texas senior planning, 30+ years in healthcare), making the practice heavily dependent on individual expertise rather than scaled operational infrastructure. No funding rounds, acquisitions, subsidiaries, or external investors are disclosed; the firm is independently operated in association with its legal and investment-advisor partners.

Name

Seniorcare Planners, Llc

Legal name

SeniorCare Planners, LLC

Website

https://seniorcareplanners.com

Company type

Private

Operating status

Operating

Short description

SeniorCare Planners, LLC is a Waco, Texas-based financial planning firm that provides long-term care, Medicaid, VA benefits, and estate planning services to seniors across Central Texas. It operates alongside The Zimmerman Law Firm and John Wessler & Associates, delivering advisory services through a single senior planner.

Ownership category

akta.pro rank

Product category

Elder Law and Long-Term Care Planning Services

NAICS

Services for the Elderly and Persons with Disabilities (624120), Insurance Agencies and Brokerages (52421)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

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

akta.pro secondary industries

Benefits, Insurance & Entitlement Navigation (Medicare/Medicaid/VA/LTC) (HSABAIAG), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Long-term care planning
• Medicaid eligibility planning
• Elder law services
• VA benefits assistance
• Asset protection planning

Headquarters

HQ city

Waco

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Financial Planning and Advisory Services: Professional advisory services for long-term care planning, Medicaid and VA eligibility planning, and estate planning. Services offered through John Wessler of John Wessler & Associates, a Texas investment advisor.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels2 records

Core offering

Seniorcare Planners, LLC provides personalized long-term care planning, Medicaid eligibility planning, VA Aid & Attendance benefits assistance, estate planning, and asset protection services for Texas seniors and their families. The firm operates in conjunction with The Zimmerman Law Firm and John Wessler & Associates to deliver integrated elder-law and benefits-eligibility services, beginning with a complimentary initial benefits eligibility review.

Product overview

SeniorCare Planners is a financial planning firm that operates in partnership with The Zimmerman Law Firm to provide a suite of integrated services for seniors and their families. The core offering consists of Long Term Care Planning, which serves as the umbrella service, supported by specific planning modules including Medicaid Eligibility Planning, VA Aid & Attendance Eligibility, Estate Planning, and Asset Protection. The company also offers educational seminars (Medicaid/VA Benefit Eligibility Seminars) targeted at healthcare professionals. Services are delivered through a planning team that includes an Elder Care attorney and a Registered Investment Advisor, with offices across Central Texas.

Differentiator

Problem solved

Functional benefit

Products and services

• Long-Term Care Planning

Quantifiable outcome

• VA benefits can provide $1,159 to $2,795 monthly for eligible veterans and spouses
• +2 more outcomes

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• The Zimmerman Law FirmcoreStrategic or Co-development PartnerJohn Wessler operates SeniorCare Planners as part of The Zimmerman Law Firm, providing comprehensive financial planning services alongside legal expertise. The partnership combines Elder Care attorney services with Registered Investment Advisor services.
• John Wessler & AssociatescoreStrategic or Co-development PartnerAdvisory services are offered through John Wessler of John Wessler & Associates, a Texas investment advisor. John has over 30 years of healthcare industry experience and 15+ years serving aging Texans.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Allsup: National firm helping individuals obtain Social Security Disability and VA benefits. Comparable because it operates in the same benefits-navigation category for aging and disabled Americans, though at much greater scale and with a different primary benefit focus.
• Genworth Financial: Large long-term care insurance carrier and LTC cost-of-care data provider. Comparable because its LTC insurance products are one of the funding alternatives SeniorCare Planners discusses with clients when private insurance is appropriate.
• Mutual of Omaha: Major insurer offering long-term care and related products nationally. Comparable because it sits on the supply side of the LTC funding stack SeniorCare Planners helps clients access, and competes for the same household LTC-planning dollar.

Direct peers

• A Place for Mom: Senior living advisory and referral network connecting families to assisted living, memory care, and skilled nursing. Comparable because it also monetizes the moment a family faces a senior housing/care decision and uses a referral-driven GTM to capture it.
• LifeCare Funding Group: Specialist in converting existing life insurance policies into long-term care benefit funds. Comparable because it offers an alternative LTC funding mechanism that directly substitutes for some of SeniorCare Planners' Medicaid/VA planning recommendations.
• CarePatrol: Senior placement advisory helping families evaluate assisted living, memory care, and in-home care options. Comparable because it operates in the same senior advisory space, often co-occurs with LTC funding decisions, and uses a local-advisor distribution model.
• Clarity Wealth (long-term care advisory): Financial advisory practice offering long-term care planning, retirement, and estate services. Comparable because it bundles LTC planning with broader financial advisory similar to SeniorCare Planners' RIA-led offering.

Emerging players

• Caring.com: Senior care content and referral platform covering home care, assisted living, and financing options. Comparable because it serves the same family caregiver buyer in the same healthcare-crisis moment and competes for the LTC awareness funnel.
• ElderLawAnswers: Online consumer resource and attorney directory for elder law topics including Medicaid planning, VA benefits, and estate planning. Comparable because it captures the same top-of-funnel intent for elder law planning and routes families to participating attorneys.

Others

• National Association of Elder Law Attorneys (NAELA): Member organization for elder law attorneys practicing Medicaid planning, estate planning, and benefits navigation. Comparable because its member attorneys offer the same core services SeniorCare Planners provides, often in the same Texas geography.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Seniorcare Planners, Llc