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Do You Need Financial Peace of Mind?
Senior living and senior care emergencies can be overwhelming and expensive. At Utah Senior Planning we guide you through the midst of uncertainty and help you, once again, to have the peace of mind you deserve.
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What Our Clients Say
Utah Senior Planning should be your first and only stop if you need help with the Medicaid process, estate planning, Veterans benefits or a simple Power of Attorney. I’ve worked with Jeff Baliff and his team at Utah Senior Planning for years and there is no one better equipped to handle these often tricky processes. They have the expertise needed to make this stressful time as easy as possible, not only for the client and family, but also for any facility involved. As a healthcare professional that has worked with other companies that offer similar services, I can say without hesitation that USP outshines them all - they are the company you want handling your case.
Brooke N.
02:08 30 Sep 20
Utah Senior Planning did a great job of helping Lyn get into a memory care unit. They answered all my questions and carried through with the paperwork to help with the Medicaid New Choice Waver program. Landon was a great representative.
Mike G.
19:56 10 Sep 20
We have been working with Will and Landon for the last two years, and have really appreciated their help. At the time, we needed guidance to help my recently widowed mother manage her assets. I'm sure there are plenty of other businesses that can provide similar services, but the staff at Utah Senior Planning are great to work with and extremely trustworthy. I highly recommend them.
Mister M.
21:08 02 Sep 20
Staff was quick to response about questions we had about our mom.They made her feel comfortable and talked to her as they were family. Cody did an excellent job in helping us get all the paperwork and items required for insurance purposes. He did extra work in making sure our mom was getting the proper coverage.
Floyd V.
04:33 27 Aug 20
It was an absolute pleasure working with Landon to sort out my uncle’s affairs. Landon is very friendly and knowledgeable and was able to find a straightforward solution to a complicated situation. I had a lot of questions, and Landon was always available to answer them in a way that was easy to understand. He made me feel comfortable and secure throughout the entire process. I highly recommend Landon for all your Senior Planning needs.
Katherine D.
21:43 23 Aug 20
Great organazion. I would highly recomend them to all seniors. Joclyne was great to work with. She did a fantastic job.
Carley De B.
21:28 27 Jul 20
I have been completely happy with the service provided by Utah Senior Planning. Their service has been prompt, professional, and of great value each time I have used their services. I wholeheartedly recommend them.
Ken G.
20:38 22 Jul 20
The Utah Senior Planning Center is phenomenal! They were very knowledgeable, helpful, and responsive. Their advice and contact referrals were right on in getting our Aunt's estate in a better situation. The kept us informed of needed materials and worked directly with local firms which, with the pandemic, was necessary as we live in another state. We rate them 5-STAR; and highly recommend them if you need help with Utah Medicaid or other Senior planning matters.
Conrad Von W.
17:28 24 Jun 20
When it was time for my Mom to relocate from her home of 62 years to a Senior Living Center, we needed assistance to meet the expenses. My wife did some online research and discovered Utah Senior Planning. We contacted them and began the process.Justin Embry and other wonderful employees consulted with us and Justin actually met with us at our home to discuss the process, fees and so forth.Our partnership with Utah Senior Planning resulted in Mom's qualification for a monthly benefit from the Veteran's Administration as my Dad was a WWII Vet. I absolutely know that we would not have been able to maneuver the complexities of the Veteran's Administration application and approval process without the expert assistance of Justin, Natousha and the team at Utah Senior Planning.We are very thankful and highly recommend USP to you!
Edwin D.
20:18 19 Jun 20
Our family member had just been placed into a nursing facility. We needed guidance and advice concerning Medicaid. Utah Senior Planning came highly recommended to us. They were friendly yet professional, made us feel at ease, and answered all our questions. They truly go the extra mile! I highly recommend Utah Senior Planning, and appreciate everything that Brooke and Malia did for us.
Nora F.
22:13 16 Jun 20
Landon was incredibly helpful! Very kind and thorough. He made it very clear everything I needed so I could gather the information and documents for him quickly, anytime something was needed. I will absolutely recommend him!!!! I'm honestly sad I won't need his help anymore, he's just that excellent! Thanks Landon!!!
Hilary A.
17:46 16 Jun 20
Both Landon and Will helped our family with my brothers Medicaid application and Setting up a special needs trust. They have an incredible amount knowledge and a real sense of personal empathy and genuine concern for their clients. Their abilities have had a positive life changing effect on our family and I would highly recommend them.
Leslie T.
18:34 11 Jun 20
Brooke did an amazing job helping navigate this complex and difficult process. 5 stars all the way around, I will definitely recommend to friends and family.
Vaughn J.
18:23 11 Jun 20
Utah Senior Planning was a godsend. I could never have handled settling my mom’s estate on my own. They navigated the bureaucracy and red tape and made my life so much easier in a difficult time. Landon Sandberg and his colleagues were kind, patient, and professional. You can trust them to follow through on all the details and they were very responsive to the many questions I didn’t know I would have. I highly recommend their services.
C T.
00:48 04 Jun 20
February 2020, I was at a loss as to how to move my Ill mom into a much needed memory care facility from another state. I have a career in the benefits world for employers, so I "thought" this might be similar. How wrong I was. After attempts of trying to understand the government medicaid jargon, I had reached out to a few friends that had gone through a very similar experience and recommended Landon Sandberg at USP, to assist with the transition and applying for Utah Medicaid. The idea of all of the work to get her approved was very overwhelming, even for someone like me that worked in the insurance field.Landon immediately assisted, reassured and gave very clear directions on what needs to be done first, including selection of a facility, coordinating her admittance and working with the care directors, all the way until I received an "approval" letter from the State.Many people underestimate the aid of an attorney in this process. Had he not been involved, I am doubtful that the process would have been as "easy" as it was, if I had succeeded at all. I can't sing his praises enough. Not only did he get it done, but it was approved within a week or so of the application.I highly recommend those scratching their heads regarding this process to talk with Utah Senior Planning. They're there to help walk you through it and stand by your side - even if they have to teach the State parts of their own role. 🙂
Jessica C.
21:56 02 Jun 20
very good quality
jitendra J.
10:37 24 May 20
Utah Senior Planning is great! They helped us set up a trust for our father that protects his assets and helps preserve what he intended his family to benefit. We worked with Landon Sandberg. He answered all of our questions. He helped us with a number of other legal documents that are really important as parents or grandparents age. And the best part of all . . . it didn't break the bank! Their pricing is reasonable and affordable! If you want to protect your assets so that your family benefits or you want to help your parents protect their assets, Utah Senior Planning can help you!
David S.
22:26 18 May 20
Utah Senior Planning (USP) is a superb resource. I had almost given up hope of finding meaningful help. They are helping me navigate the through the complex process of senior care for my Mother. They are knowledgeable and responsive. Besides helping me with processing necessary paperwork, they keep me informed of what to expect next - this is a BIG deal to me. And they have relieved me of a great deal of worry regarding how to provide for my Mother's needs.
Ann Lo F.
23:01 15 May 20
We are very grateful to Landon Sandberg and the other staff at Utah Senior Planning. He helped us through every step of the way when needing to consolidate and manage my parents income and assets so that my mom could have the means necessary to help pay for my dad's care in a Alzheimer's Care Facility as well as her own living expenses. Every question was answered, every concern resolved. He explained everything to us so it was always easy for mom to understand. I would (and will) recommend Utah Senior Planning to anyone who is looking for that extra help. Thanks again for everything!
Kari C.
17:30 14 May 20
Utah Senior Planning is GREAT. They are able to quickly resolve concerns related to Medicaid eligibility and do a fantastic job guiding people thru the process of applying for Medicaid/Medicare/VA benefits.
Alexis C.
14:52 20 Apr 20
A relative in a care center received 10 thousand dollars from the sale of her home. It took her off Medicaid. Everything got messed up for months. I have POA. Senior planning helped me and the care center Straighten it out and get her back on Medicaid. They were a very big help
Elden P.
15:42 15 Apr 20
To be rather direct, Utah Senior Planning ROCKS! They have continued to exceed ours and our client's expectations, repeatedly. A family that had been working with USP called me and said, "Utah Senior Planning became our 'One Stop Shop'" because USP not only helped the family navigate Medicaid and the New Choices Waiver Medicaid Program but also lightened the emotional burden of the application process.The two most common statements I hear from USP clients are:1) "We would not have made it without the help of USP!" and,2) "Without USP, we would have lost a bunch of money. They were worth every cent!"For any person with parents or grandparents and looking at long-term planning, call Utah Senior Planning before doing anything else as you will be amazed at all that they can do for you in preserving assets and making the journey a lot less muddled.
Julie B.
03:11 13 Apr 20
Casey and his team were superb. Well worth the money we paid them to handle things. He still answers my questions after everything was settled a year ago. I highly recommend them.
Leslie C.
22:34 10 Apr 20
I cant say enough about how wonderful our facility is. The staff here are so kind, loving and dedicated to our residents. They are all hero's through these trying times.I do have to add that we also have the best residents and caregivers too, we love them all.
Hailey H
19:26 10 Apr 20
Jeff Ballif at Utah Senior Planning did a superb job of helping us with getting the right medical and drug policies for an adult special needs Medicare eligible family member. Jeff is very helpful, personable and professional!!!
Keith F.
19:37 02 Apr 20
Always available to consult. Organized my Moms finances and saved her a lot of money after my Dad passed away. Highly recommend them.
Ron R.
16:17 02 Apr 20
Brooke at Utah Senior Planning has gone above and beyond. She stayed in contact with us every step of the way. Explained everything in such a professional and caring manner. Thank you Brooke!
Patti V.
20:43 09 Mar 20
Utah Senior Planning helped us get approval for a very complicated Medicaid application for one of our family members . Although they couldn’t do some of the difficult footwork for us, they took care of all of the paperwork and all of the contacts to make this happen. The staff was responsive to our needs and very patient with our many questions. Couldn’t be happier with the service and would highly recommend them to anybody struggling to get through governmental red tape.
Jan B.
17:02 21 Feb 20
We are the Walker family. The people at Utah Senior planning have helped us immeasurably. They are trustworthy, reliable, timely, and friendly. Landon and Jeff helped dad unravel some financial strategies which had been poorly managed by another firm. Jeff guided, not only our parents, but all of us through the application process for both Medicare and Medicaid, and then all the way through to New Choices Waver. It was a long and complicated thing, and he was patient and clear, explaining things numerous times when our parents either forgot or didn't understand; and indeed, when any of us needed reminders or further explanations. We know we can trust Jeff to help. He met with us all so many times I've lost count, and met with Dad alone many other times. I myself appreciate very much Jeff's timely call-backs or texted replies. Dad felt relieved and comforted, knowing he could call Jeff anytime, and he would get a return call soon. We could not have taken on these application burdens ourselves. We do so appreciate their professional and kindly care.
Kristine G.
01:16 12 Dec 19
These guys are very helpful at sorting through the Medicare open season options. They were able to find me a part D plan that better suited my needs within a few minutes. The end result lowered my premiums by 70% and gave me better prices on the drugs I use. The agent then followed up and walked me through the sign-up process. I would highly recommend them.
Bob D.
17:44 15 Nov 19
Jeff Ballif is so great! He helped us navigate through all the requirements. Every thing went smooth with him on the job. We have recommended him highly, to those we know. We not only recommended this firm but will not hesitate to use them again. Great service, strait answers. Job done. Worth every penny.Give Jeff a call, it will be a load off your mind.
Jared G.
15:54 03 Nov 19
Cody was especially informative and helpful!
Joseph M.
21:56 24 Sep 19
Jeff and Brooke were fantastic. Both were very knowledgeable and guided me, supplying important information at a time when I needed it most. Both are a credit to their profession. Thank you!
trisha S.
16:44 07 Sep 19
Getting my mom on the right Medicare plan and then on Medicaid was so overwhelming and complicated until I found Utah Senior Planning and had them walk me through everything! I could not have done it without them and now my mom is approved and being well cared for and thankfully it is being covered by Medicaid as she was approved quickly! Thanks to Landon and Jeff! I am so grateful and relieved!
Beth H.
19:34 05 Sep 19
I had been searching for a good firm to help with my grandparents long term planning. Casey was awesome to work with and helping answer a lot of my questions before I had even decided on what I wanted to do! Very honest and up front about everything!
TJ A.
03:09 31 Aug 19
I just want you to know how amazing Brooke Mahoney is. She kept me informed through a very difficult and emotional time. She was my rock and kept me on top of every move. Thank you Brooke for all you did. SHE IS AMAZING
judy I.
22:39 28 Aug 19
Landon Sandberg (Utah Senior Planning) was very helpful in navigating the tricky legal and financial issues that are part of the challenges of aging and extended illness. Landon established a trust that allowed us to preserve some financial assets for the benefit of our sister/mother and he also linked up with the proper resources for her extended care. Landon was efficient, responsive and knowledgeable. I highly recommend Landon Sandberg and Utah Senior Planning.
Jill N.
19:37 28 Aug 19
Landon & Staff went above and beyond to help me out. We set up a trust, and later found out the State of NJ had additional requirements, so he went out of his way to find a NJ lawyer to help us out. Thank you Utah Senior Planning.
Harold K.
18:40 28 Aug 19
Will and all of the people worked so hard for so long.This would not have been possible, had Will and Brooke, and whoever else was involved, not been available 24/7.We had a file and thought we most likely could come up with the necessary documents needed to place my wife in a care center with reasonable research. WERE WE EVER WRONG.There are so many rules and regulations that come into play, as one wades through the process. We needed professional help.There were times of doubt. We came to a point where we were wondering if this were even going to be possible.When Will finally let us know that my wife had been approved, IT WAS A YAHOO MOMENT indeed.Thank you for your knowledge and integrity.
Keith S.
17:27 20 Aug 19
These folks were very professional and extremely helpful for retirement planning, financial advising and navigating Medicaid and Medicare rules and requirements. I was very impressed with their services and would recommend anyone to give them an opportunity to evaluate your options.
Jered H.
15:45 14 Aug 19
Utah Senior Planning, specifically Anthony and Zach have been a godsend for me and my mom. I don't know what I would have done without them.
Bruce W.
22:18 06 Aug 19
Had a great experience, learned so much about what we can do to help our mother financially during these critical years. They were very kind and understanding of what we're going through. Even though my mother didn't qualify for Medicade, we have a plan for the future to help give her the best care possible.
Ann G.
22:01 26 Jul 19
I've been working with Senior planning for the past 8 months. They have been so very helpful and very forth coming with awnsering questions and providing the information that I've asked for. It's a process in itself to do it on my own would have been impossible. They have went above and beyond my expectations and I am truly grateful for their outstanding compassion and hard work. Thank you Malia and thank you Casey Stettler.
Jodawn A.
15:22 10 Jul 19
Amazing Experience!
Michelle S.
00:25 03 Jul 19
From day one of this whole process Casey has had my 90 year old cousin’s best interest in mind. He helped us fill out the application papers for her VA supplement and immediately started the process. He and his staff are so efficient. It only took six months for her to start getting her monthly VA money. We are extremely happy with how it all turned out!
Carole L.
19:13 28 May 19
I am so grateful for their help. It was so valuable. I highly recommend them.
Cynthia A.
17:46 20 Apr 19
Utah Senior Planning came into our lives during one of the lowest and most frightening and difficult events imaginable and helped us through it. We didn't know where to turn, what to do or who to trust when Landon Sandberg, representing Utah Senior Planning, offered his assistance. He used his very considerable expertise and kindness to help us through an extremely difficult situation. It is only through his compassion and guidance that our family has come through this ordeal. I wouldn't hesitate to recommend Landon Sandberg and Utah Senior Planning.
Debbie M.
20:50 26 Mar 19
I like that you review our needs and the new products offered by Medicare, and then suggest the best product for us. I appreciate that.
Kerrie F.
20:42 22 Mar 19
Warren J.
20:26 19 Mar 19
What Our Client Says
0/5
February 2020, I was at a loss as to how to move my Ill mom into a much needed memory care facility from another state. I have a career in the benefits world for employers, so I "thought" this might be similar. How wrong I was. After attempts of trying to understand the government medicaid jargon, I had reached out to a few friends that had gone through a very similar experience and recommended Landon Sandberg at USP, to assist with the transition and applying for Utah Medicaid. The idea of all of the work to get her approved was very overwhelming, even for someone like me that worked in the insurance field.
Landon immediately assisted, reassured and gave very clear directions on what needs to be done first, including selection of a facility, coordinating her admittance and working with the care directors, all the way until I received an "approval" letter from the State.
Many people underestimate the aid of an attorney in this process. Had he not been involved, I am doubtful that the process would have been as "easy" as it was, if I had succeeded at all. I can't sing his praises enough. Not only did he get it done, but it was approved within a week or so of the application.
I highly recommend those scratching their heads regarding this process to talk with Utah Senior Planning. They're there to help walk you through it and stand by your side - even if they have to teach the State parts of their own role. 🙂
Jessica Crow6/02/2020
Utah Senior Planning is great! They helped us set up a trust for our father that protects his assets and helps preserve what he intended his family to benefit. We worked with Landon Sandberg. He answered all of our questions. He helped us with a number of other legal documents that are really important as parents or grandparents age. And the best part of all . . . it didn't break the bank! Their pricing is reasonable and affordable! If you want to protect your assets so that your family benefits or you want to help your parents protect their assets, Utah Senior Planning can help you!
David Stump5/18/2020
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