Utah Senior Planning

Utah Senior Planning is a Financial Planner in Kaysville, UT, located at 1330 Flint Meadow Dr. The firm specializes in Medicaid planning, VA benefits, and asset protection strategies for seniors and veterans. Operating Monday through Friday from 9:00 AM to 5:30 PM, the team offers free consultations to help families preserve assets and manage long-term care costs. With a 4.90 rating based on 149 reviews, the business serves clients across Utah through both pre-planning and emergency crisis services.

Founded in 2007 by William Sandberg, the company was the first in Utah to utilize DRA-compliant annuities as a Medicaid planning tool. Sandberg serves as President and Founder, holding credentials as a certified estate planner and licensed insurance producer. His brother, Landon Sandberg, serves as Executive Vice President and is a founding law partner at Sandberg, Stettler, & Bloxham. Landon holds a Juris Doctorate from Drake University and is a VA Accredited Attorney who lectures on Medicaid and VA issues throughout the state. The team also includes Casey Stettler, an attorney at law. The firm handles both pre-planning, which helps clients make decisions before a crisis, and emergency planning for those already in hospitals or facilities.

The business holds a strong local reputation, reflected in consistently high customer ratings and an established track record built on a large base of customer reviews. Clients benefit from the combined expertise of legal and financial planning professionals who specialize in navigating complex public benefit programs. The firm’s approach focuses on creating personalized plans that address specific family needs, whether for skilled nursing, assisted living, or in-home care.

Utah Senior Planning provides specialized financial and legal guidance to Kaysville families, combining decades of experience in Medicaid and VA benefits with a high level of client satisfaction.

Utah Senior Planning is situated on Flint Meadow Dr in Kaysville, UT, about half a mile from Barnes Park and West 200 North. The office is also located roughly 0.6 miles from Intermountain Healthcare Layton Hospital and the Veterans Memorial Highway.

BizScoreAI awarded the business a perfect 100 out of 100 for Schema and Structure score, which ensures AI assistants and search engines clearly understand the business offerings through structured data. The company also achieved a strong 83 out of 100 for Technical score, meaning the website is secure and indexable so search engines can read it without errors.