Utah Senior Planning

Cody and his team were very knowledgeable and professional. It’s never easy to deal with some of the things that is thrown at us later in life but Utah Senior Planning made it less stressful and easier to get through. I would recommend this company to anyone.

Brook Mahoney was a life and time saver for us. She was very thorough and professional in helping us navigate the huge obstacle that is NCW and Medicaid. She is very astute in this area of expertise. Brooke made this a doable and pleasant experience rather than the expected hassle. Very nice job. Kudos to you Brooke.
George and Lori Rahlf

It was so comforting to have Utah Senior Planning help us through the difficult steps we needed to take in planning our mom's health and welfare. Our stress level was greatly reduced due to their involvement and advise!

Thank you for the help for my mother. She had a stroke and you gave advice about state programs she could look into. Thank you for your help.

Their expertise, compassion, and extensive knowledge make them the best Senior Planning professionals in Utah. They helped our mother qualify for VA, New Choices Waiver Program, and Medicaid benefits. At age 91 our mother is in the best financial situation she could possibly be in at this point in her life. We are so grateful for their services!

They helped my mom and I was so grateful to them for having everything in one place.

We had a horrible experience working with this company. Will made promises about the help he could provide my mother-in-law that he was unable to keep. We lost money, my mother-in-law lost money, and worst of all family relationships became very strained. I would avoid this company at all costs.