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Utah Senior Planning
- Financial Services
- Kaysville, UT
About this business
This firm uses innovative approaches to help seniors qualify for public benefit assistance to help lower the cost of long-term care. Other specializations include Medicare insurance, end-of-life planning, retirement planning, estate planning and pre-need funeral planning. In-house attorneys and tax preparers allow us to offer integrated legal and financial planning services based on client needs.
Location details
1330 Flint Meadow Dr, Kaysville, UT, 84037, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:30 p.m. | |
| Tue | 9:00 a.m. to 5:30 p.m. | |
| Wed | 9:00 a.m. to 5:30 p.m. | |
| Thu | 9:00 a.m. to 5:30 p.m. | |
| Fri | 9:00 a.m. to 5:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
RecommendedI was fortunate enough to have a meeting with Landon Sandberg today regarding future care for my aged Mother. Landon was incredibly helpful and offered many suggestions for a plan to move into the next phase of her life. The visit, which was not something I had ever planned I would need, was made much easier by the professional nature of our conversation and the kindness Landon exhibited towards me. Thank you, Malia, for your recommendation that I soeak with Landon. It was well worth the time. And was greatly appreciated. Th... read more
Business response:
Thank you for sharing this. Landon and Malia are great at what they do.
This place takes good care of you. They took the fear out of all the paperwork I was faced with. I highly recommend with your senior planning.
Landon was incredibly helpful! He kept me updated and let me know when anything was needed. He was very clear about what was needed so I could get it all quickly for him. I absolutely recommend him!!!!
Jeff and his team have been very responsive and helped guide the family through a very trying time. Highly recommend.
The personal service provided by Landon at Utah Senior Planning has been invaluable. He was very knowledgeable and professional with all my questions. He quickly responded with answers to texts and phone calls. I would recommend using Utah Senior Planning while contemplating all options for your future plans. Sandy Harman
Will and his team are very helpful and took care of EVERYTHING!!! They are so easy to work with and we had a great experience!
We worked with Will Sandberg last year setting things up for the mother in law. He has spent numerous hours with us getting things situated for medicaid. He then has had to spend many hours working on getting the renewal completed for this year. He is always there for us. I would recomend them to anyone who needs help in senior planning.
Landon, the Lawyer helped me so much in getting my Husband on Medicade, also his staff was a great help . Thankyou. It is very hard when your finances, are depleted because of medical bills. again thanks from the bottom of my heart.
I have worked with Utah Senior Planning multiple times and they are good at what they do. They are truly there to help seniors with their financial planning and can help get VA benefits to those that qualify. Our veterans have earned these benefits, and I am glad Utah Senior Planning is there to help!
Frequently asked questions about Utah Senior Planning
How is Utah Senior Planning rated?
Utah Senior Planning has a 4.8 star rating with 186 reviews.
When is Utah Senior Planning open?
Utah Senior Planning is closed now. It will open tomorrow at 9:00 a.m.
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