Your Trusted Partner
and Guide to
Achieving Results

Lifeplan Services is a full-service consulting firm specializing in the retirement industry. Our team is strategically positioned in metro areas, across multiple regions, and has a proven track record for driving up occupancy both onsite and while working remotely. With each individual team member possessing between 5 to 20 years of experience, we seek to evaluate the individual needs of our clients to determine what will work best for them. We are available to assist in recruiting, hiring, training, coaching, mentoring and sales support.

Our Mission

It’s our mission at Lifeplan Services to inspire, direct and implement solutions for our clients with a clear, concise and proven strategy to engage with potential residents. As professional coaches and mentors, we do not only provide the service, we provide the knowledge, education and know-how to support ongoing successes of sales and leadership teams who partner with us.

Smith Crossing, Smith Senior Living
Frank Residences, Jewish Senior Living Group
The Glebe, LifeSpire of Virginia
Smith Village, Smith Senior Living
Lakewood, LifeSpire of Virginia
Park Springs

What Our Clients Are Saying

 
Blog -Testimonials

“When we first initiated work, with Lifeplan Services our census was in the high 80’s with no waitlist. Within a short period of time and below budget, we were at 97% and a waitlist of 50. If we are ever in the need of sales assistance, they are the first we’ll call.”

— P. Hemmer, CEO, Three Crowns Park

“At the time I first met Lifeplan Services (Anthony) one of our campuses was struggling at 74% occupancy and the other was at 85% occupancy. With the help of their sales efforts and expertise we’re now at 97% occupancy at both communities with a waitlist program. We are very pleased with the results! We continue to work with LPS today, because of the sustained growth and success we’ve had as an organization over the years. ”

— K. McGee, CEO, Smith Senior Living

“Over the years, I’ve had the opportunity to work with several consulting companies. Lifeplan Services is one of the best I’ve worked with. While at first, it was a business relationship now it’s become a true friendship and partnership. They sincerely care about our team and our success.”

— D. Ruth, CEO, Jewish Senior Living Group San Francisco

“I have had the pleasure to work with Lifeplan Services. They were able to help assist our CCRC sales department, coach, train and increase activity. Natasha developed relationships quickly, worked collaboratively with our sales team to help clean up the database, drive appointments and increase overall occupancy.”

— D. Wehmann, NHA, Consulting and Interim Executive Director

“We worked with Lifeplan Services on two different projects. The first was an existing community, where we needed our sales efforts focused. Through training and coaching they were able to help our team be more effective and efficient. The second project was an expansion where we utilized their services on our pre-sales effort. We were able to meet our pre-sales goal and get the project off the ground due to their efforts! We’re extremely satisfied with LPS and their team. ”

— P. Robinson, Vice President of Sales, Lifespire of VA

“Natasha Tack was highly recommended by a client and associate partner while I was VP of Sales for a multisite CCRC located in Vero Beach, FL. Her ability to drive sales was unprecedented. We extended her contract three times to keep her on. She held many roles during her 13 months with us. Natasha increased our occupancy from 66% to 70% and lowered attrition from 26% to 20%. We even tasked her with the grand opening of our MC unit and she filled that with a wait list. She is a pleasure to work with and sets her mind to getting the task at hand done.”

— Tom Senger, VP Sales & Marketing (formerly SLC)

“Anthony Herring has a deep understanding of sales and the senior living buyer, and has proven it with consistent results. His commitment to his clients is exceptional - he goes above and beyond and it shows in both results and relationships. What has always been equally impressive to me is his deep commitment to every member of his sales team - choosing good people, knowing their strengths and pushing them to perform at their best level. ”

— Sharon Brooks, Founder, SB&A Integrated Marketing