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Phone: 877-863-2057 / / Visit Us!

It’s never too late to take the first step or get a second opinion on your financial strategy.

Let us help you take control.

It is important to feel you have control over your future. At Senior Planning, we can help you develop a strategy to keep you on the path to your goal.

Contact us today to schedule a no-obligation introductory meeting! Call us at 877-863-2057 or connect with us online at

We can meet with zero obligations on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion, we can place you on the path toward owning your tomorrows.

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Contact Us

For more information or to schedule an appointment with us, simply contact us today!

Phone: 877-863-2057
Fax: 256-880-1385
Email us at
Visit our office at
500 Blvd. South #204
Huntsville, Alabama  35802

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Senior Planning are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. AW06183588