About Us

Utah Senior Planning’s vision is to change the way seniors and their families’ access and qualify for public benefit assistance programs. We’ve been working toward this vision since our company was founded in 2008. Since our first applications for Medicaid and Veterans benefits, we’ve vastly improved our processes and planning strategies – improvements that only come with experience.

Our experience helps us understand what people in your situation are going through. You may feel overwhelmed by the many moving parts of long-term care; especially how to finance long-term care needs. Let us show you how you or your loved one can afford long-term care.

What we at Utah Senior Planning enjoy about our job is that no two families are the same and no planning that we do is identical. Every family has unique needs and personalities and those characteristics reflect in our individualized planning.

We’re always adding to our list of valuable services and we strive to live up to our vision. Our goal is to satisfy our clients and meet all of their potential needs. Weather it’s mediating disagreements between siblings, years of unfiled tax returns, tracking down missing financial statements, or negotiating with nursing facilities, there are few problems that we can’t offer solutions to. We also work closely with our partner nursing facilities to make sure all parties are coordinating efforts to meet your needs.

Let us help you discover how your situation is not nearly as dire as it seems. All initial meetings and consultations are free and you don’t pay us a dime until we help you put together a plan that everyone agrees with. Take advantage of what we can offer you; review these descriptions of our service and let us show you the Utah Senior Planning difference.

Our Mission

Give seniors hope and financial security through quality work and innovative long-term care solutions.

Our Vision

Change the way seniors and their families access and qualify for public benefit assistance programs.