Personalized Solutions for Every Client

Valarie, our intake specialist, is here to help you with all of your needs. Just give her a call at 800-279-5807 or click below to schedule an appointment online

Retirement

  • Medicare Insurance
  • Social Security Election
  • Income Needs Projection

Pre-planning

  • Long Term Care
  • Estate Planning
  • Asset Protection
  • Insurance

Estate Planning

  • Medicaid and VA Benefits
  • Choosing a Long-Term Facility
  • Stretching Your Assets

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Reviews

Bryce Johnson, Lehi

“Utah Senior Planning was informative, professional and prompt at helping us through a difficult situation. I would recommend them to anyone looking for help through a similar situation.”

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Aliece Hackney, Layton

“Without the help of Utah Senior Planning, we would still be struggling with the paperwork for Medicaid…It is such a relief to have this team, that knows exactly what to do. Everyone there was such a help and is still working with us.”

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H. Webb Family, Bountiful

“[Utah Senior Planning] goes above and beyond what is required in such a nice way. No wonder [they’re] appreciated, well liked and admired.”

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Ed Sweeney, Salt Lake City

“Very professional. All of my questions were answered. Staff were easy to work with and very informative.”

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Helping the Elderly Plan for the Future with Senior Planning in Utah

When you need reliable senior planning help in Davis County, Utah, to help you protect your health and finances, do not hesitate to contact Utah Senior Planning. As a trusted senior planning company, we offer a range of valuable services, such as financial planning and Medicaid eligibility, aimed at giving seniors and their families financial security and peace of mind.

If you need help but aren’t sure which of our services will best meet your needs, don’t worry. Please reach out to us with any questions and to schedule a free initial consultation to talk about your needs. We can definitely help you. There are many options and solutions for seniors. We will find a plan that works for you and your family.

Senior Planning, Veterans Benefits, Estate Planning, & More

Finding the right kind of Senior Planning in Utah can sometimes seem like a daunting task. We have a knowledgeable and caring team of attorneys, financial planners, and advisers that can make the entire process a lot easier. If the time has come where you or a loved one needs help sorting through some of life’s important decisions we can help. Whether you have been an active duty veteran looking for veteran’s benefits, or need help with an estate plan, Utah Senior Planning can help you.

Utah Senior Planning: From Health to Finances

Utah is a close community and family oriented place, we recognize the hard work our seniors have put in over the course of their lives, the sacrifices they have made to help their families, and the love they have for their families. We are dedicated to providing a better future for our seniors.

This includes:

  • Estate Planning
  • Medicaid Eligibility & Application
  • Veterans Benefits
  • Financial Planning
  • And much, much more

Don’t wait any longer. Call Utah Senior Planning today and learn how to protect your future, your health, and your family. You be glad you did.