Utah Senior Planning

Medicaid Advisors

The United States Government has placed strict requirements for those looking to get skilled nursing and senior living assistance through Medicaid. Our agents and attorneys can help you learn exactly how to navigate the confusing road to Medicaid coverage, protect your assets in Medicaid complaint manners, ensure you meet the needs for eligibility, and help you through the process of filing your Medicaid application. There is no reason to walk the path to better health alone.

We are the longest full medicaid planning company in Utah with over 100 years of experience between advisors, case workers and attorneys. With over 75 reviews, we have a 4.9 Google Star Rating.


  • Free Planning Analysis
  • Asset Protection
  • Medicaid Filing and Representation

Providing service to all counties in Utah.

Medicare Advisors

We know that Medicare can be confusing – our goal is to help you make the most educated decisions possible when it comes to choosing the right plan for you. Your satisfaction is our top priority. Our agents are licensed to offer Medicare Supplements, Medicare Advantage Plans (HMOs), and Prescription Drug Plans (PDPs).


  • Application Process
  • We help you through all of the paperwork of Medicare. Do it right the first time with a Licensed Medicare Agent.
  • Recommendations
  • We’ll review the pros and cons of each plan type and listen carefully to your feedback to make the best recommendation for you.
  • Yearly Reviews
  • Every Annual Enrollment Period, we’ll review your needs and current coverage and let you know of any upcoming changes in your plan for the following year. We’ll also make recommendations if there are any plans available that would be a better fit for you.

Service provided to all counties in Utah

Veterans Benefits & Services

We help Utah veterans receive benefits for themselves and their spouses. Veterans’ benefits are available to those individuals who have served the country in some military related capacity. The VA also provides a special disabled veteran benefits to veterans and their spouses who are in need of assistance with their activities of daily living. The VA Pension with Aid and Attendance rating can assist a disabled veteran with costs associated with home healthcare, assisted living, and skilled nursing care for themselves and their spouses.

Veterans benefits in Utah available to qualified applicants include:

  • Compensation for Indemnity and Dependency
  • This compensation is a benefit for Utah disabled veterans. Military veterans with disability may be eligible for a monthly compensation if they contracted a disease or were injured while in service or because of it.
  • Special Compensation
  • This is a monetary benefit available to veterans who suffered a loss of extremities or organs during military service. It is a special benefit on top of the VA disability compensation.
  • Death Benefits
  • Qualified dependents of deceased wartime veterans are entitled to receive this benefit.
  • Memorial Benefits
  • The Department of Veterans Affairs and the Department of Defense offer memorial and burial services for present and past members of the military. These include all veterans, retired veterans, guard, reserve, and active-duty members.
  • Benefits for Survivors
  • Benefits are available to alleviate the surviving family’s financial burdens.

Service provided to all counties in Utah

Funeral Services & Pre-Planning

There are many emotional as well as financial benefits that come with a pre-planned and pre-paid funeral. A funeral is one of the most personal and emotional events your family will ever share. A family discussion of funeral planning, although sensitive, can be a very worthwhile experience for you and the ones you love. Pre-planning for your final expense is a smart decision for everyone regardless of age.


  • Medicaid-Compliant Final Expense Planning
  • Medicaid planning is often overlooked by many clients who believe they will never need to apply.
  • We Help You Understand Your Options
  • We help individuals find out which costs are applicable to them, payment options, and understand what they are investing into.
  • Emotional and Financial Benefits:
  • Alleviating the difficulties of decision making in a time of grief
  • Guaranteed prices: the cost of your funeral won’t be affected by inflation
  • Surviving family members are not left with the expense
  • Minimized confusion and anxiety for your surviving family members
  • Prevention of emotional over-spending

Service provided to all counties in Utah

  • (801) 546-9556
  • 1330 Flint Meadow Dr
    Kaysville, UT 84037