The Shift from Growth (only) to Asset Preservation
Planning for long-term care is one of the most important financial decisions you can make. As healthcare costs continue to rise, the need for extended care can place a significant financial burden on individuals and families. Without proper planning, your hard-earned savings and assets could be quickly depleted.
By exploring financial solutions now, you can ensure you receive quality care without compromising your financial security or your legacy.
We’ll listen to your concerns and gather key info.
We’ll help you understand your options and choose what’s best for your family.
With a clear plan in place, you can focus on what matters most.
Planning ahead allows you to make thoughtful, informed decisions—before a crisis hits. Our team at Utah Senior Planning helps you create a customized plan that protects your assets, secures the care you want, and eases the burden on your loved ones.
Strategies to preserve wealth
Helping clients structure finances to qualify
Get an overview of policy options
How to generate income for care
Helping eligible veterans access funds
Create a tax plan
Learn about the Medicare options for you
Discuss what is right for you