Senior Resources in Waco, Texas

Let us help you maximize your options!

Senior Resource Center of Texas proudly serves Waco and McLennan County families with Texas Medicaid planning, VA Aid & Attendance benefits, Social Security maximization, and guaranteed retirement income strategies. Waco has a significant veteran and senior population, and families throughout the Heart of Texas region often find themselves facing long-term care decisions without a clear plan. We serve Waco clients via phone, video, and in-person appointments at our Austin office. With over 23 years of experience serving Central Texas families, we know how to protect what matters most. Every consultation is always free.

Explore the range of services we offer:

Tax Planning: Our aim is to assist you in preparing for and overcoming any challenges that may arise in tax planning. We strive to ensure that you encounter no unexpected surprises. Our team is dedicated to providing services that guide you through these possibilities as you transition into your retired lifestyle.

Long-term Care: Long-Term Care expenses emerge as the foremost source of financial strain for seniors in retirement. With an estimated 70% of individuals aged over 65 likely requiring such care, the crucial considerations become twofold: Where will I be able to get care? And how much will it cost me? We are passionate about supporting individuals in safeguarding their assets and qualifying for assistance from Federal, State, and Private sources to cover the expenses of long-term care.

VA Benefits: The VA offers a benefit aimed at assisting veterans and their spouses in covering LTC benefits, known as Aid and Attendance. While this system can become confusing, it doesn’t have to be and we don’t want it to be. We are happy to help you learn, understand, and take action so you don’t miss out on what is available to you.

Medicaid: We help you determine your eligibility without risking your assets so that you can take advantage of the valuable benefits that Medicaid offers. We want you to have support in better understanding what these benefits mean for you.

A man with a beard is sitting at a table using a calculator and a laptop.

Estate & Legacy Planning: For many of our clients in Waco, Texas, ensuring a secure legacy holds significant importance. They seek clarity regarding the future of their assets and who will receive them. Our role is to eliminate any uncertainty from this equation and assist you in crafting clear and personalized plans.

Retirement Income Planning: Making well-informed decisions about your retirement income is what we want most for our clients in Waco, Texas. Through our assistance, we can guide you in maximizing your Social Security benefits and generating additional lifetime income, providing a solid foundation for the life you desire and deserve.

Explore the range of services we offer:

Tax Planning: Our aim is to assist you in preparing for and overcoming any challenges that may arise in tax planning. We strive to ensure that you encounter no unexpected surprises. Our team is dedicated to providing services that guide you through these possibilities as you transition into your retired lifestyle.

Long-term Care: Long-Term Care expenses emerge as the foremost source of financial strain for seniors in retirement. With an estimated 70% of individuals aged over 65 likely requiring such care, the crucial considerations become twofold: Where will I be able to get care? And how much will it cost me? We are passionate about supporting individuals in safeguarding their assets and qualifying for assistance from Federal, State, and Private sources to cover the expenses of long-term care.

VA Benefits: The VA offers a benefit aimed at assisting veterans and their spouses in covering LTC benefits, known as Aid and Attendance. While this system can become confusing, it doesn’t have to be and we don’t want it to be. We are happy to help you learn, understand, and take action so you don’t miss out on what is available to you.

Medicaid: We help you determine your eligibility without risking your assets so that you can take advantage of the valuable benefits that Medicaid offers. We want you to have support in better understanding what these benefits mean for you.

Estate & Legacy Planning: For many of our clients in Waco, Texas, ensuring a secure legacy holds significant importance. They seek clarity regarding the future of their assets and who will receive them. Our role is to eliminate any uncertainty from this equation and assist you in crafting clear and personalized plans.

Retirement Income Planning: Making well-informed decisions about your retirement income is what we want most for our clients in Waco, Texas. Through our assistance, we can guide you in maximizing your Social Security benefits and generating additional lifetime income, providing a solid foundation for the life you desire and deserve.

A man and a woman are sitting at a table looking at a laptop computer.

Contact Senior Resource Center of Texas for expert guidance in navigating the complexities of retirement planning.

Our dedicated professionals are committed to ensuring your comfort and ease throughout the process, offering personalized assistance tailored to your unique needs and goals. Call us at 512-835-0963 or click below to schedule a free consultation in Waco, Texas, today!

Schedule Now!