Utah Senior Planning

Utah Senior Planning is a financial planner in Kaysville, UT, specializing in Medicaid planning, VA benefits, and asset protection for seniors and veterans. The firm serves individuals and families across Utah, offering both pre-planning and emergency planning services to help clients navigate the rising costs of long-term care. With over 17 years of experience, the team guides clients through complex financial decisions, including skilled nursing facilities, assisted living, and in-home care, ensuring families preserve their assets and maintain dignity during challenging times. The business holds a 4.90 rating based on 149 reviews, reflecting strong client satisfaction and trust.

The firm was founded in 2007 by William Sandberg, a certified estate planner and licensed insurance producer, who pioneered the use of DRA-compliant annuities in Utah for Medicaid planning. His leadership, along with that of his brother Landon Sandberg, a licensed attorney and expert in Medicaid and VA benefits, has established Utah Senior Planning as a trusted innovator in the field. The team includes other legal professionals and financial specialists dedicated to compassionate, client-centered planning. Their process emphasizes personalized consultations, clear communication, and proactive strategies to avoid financial hardship during long-term care needs.

Utah Senior Planning is located at 1330 Flint Meadow Drive in Kaysville, UT. The office sits about a mile from Intermountain Healthcare Layton Hospital and is within a short distance of Veterans Memorial Highway, a major interstate. It is also near Barnes Park, a local green space, and lies just off West 200 North, a primary road serving the region.

The business demonstrates strong digital presence and credibility, with a well-optimized website that search engines can read cleanly and detailed, consistent information available across online platforms. This visibility supports easy access for clients seeking expert guidance during critical life transitions.

As a cornerstone of financial wellness in Kaysville, Utah Senior Planning empowers seniors and their families with foresight, legal clarity, and peace of mind in an increasingly complex healthcare landscape.