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            Customer ReviewsforSenior Planning Services, LLC

            Healthcare Management
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            10 Customer Reviews

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            • Review from Marilyn `

              1 star

              12/20/2023

              Dear BBB,I recently went to an attorney looking for assisance with filing a ******** application. They in conjunction with Senior Planning Services of ********, ** are horrible. They toom $ ********* and each time I ask for an accounting I am ignored. Phone calls to SPS are not returned. SPS keeps sending request s to my financial advisor for balance on my account and this is almost 3 months after I informed them that I no longer wanted to persue this avenue and asked for a refund. I would not recommend this company. It really seems all thery are interested in is taking my money. I feel although doing the filing for medsicaid by myuself would be very time consuming it would be worth it rather than work with people such as Senior Planning Services. Horrible horrible business. And the attorney ,********************, are working in conjunction with them to take my money, but that's a separate issue which I will be dealing with accordingly.

              Senior Planning Services, LLC Response

              01/08/2024

              We apologize for the inconvenience you may have experienced with Senior Planning Services. We understand the importance of your concerns, and we want to assure you that we take them seriously.On our end the case was put in to pause mode as you had requested. We tried reaching out to the family to explain the situation as to why a request was sent your financial advisor, we called and left a message as well as emailed, and never heard back.Please call or email me directly so we can clarify the ***************************************************************** ************
            • Review from Jennifer W

              1 star

              08/16/2023

              I used senior planning services to get my father's insurance in place. It was horrible! They took all the money out of my father's account and never informed me where it went. They lost his insurance paper and actually told me to research where they were. Senior Planning Services seems to take all my father's money and did nothing to help us.

              Senior Planning Services, LLC Response

              08/22/2023

              We received your review and take your complaint seriously as customer satisfaction is extremely important to us. Our Director of Operations is reviewing the contents of the file and has reached out directly to the consumers daughter. We will update our response as soon as we connect. Thank you!

              Senior Planning Services, LLC Response

              09/27/2023

              Dear BBB ****************** At Senior Planning Services, we are deeply committed to ensuring our customers' satisfaction and delivering exceptional customer service. We take every complaint seriously and strive to address them in a prompt and professional manner. In response to the complaint filed by *****************************, I would like to provide some context and clarification regarding our efforts to resolve this matter. Our Director of Operations had a detailed conversation with **************** on August 24, 2022, during which she thoroughly explained the process of obtaining ******** and the subsequent steps involved once coverage is obtained. During this conversation, it was also clarified that our services were not paid for by ****************. Following this discussion, our Director of Operations made several follow-up attempts to ensure **************** had the opportunity to review her records and verify the information provided to her. Regrettably, despite our repeated efforts, it appeared that **************** was uninterested in engaging in further communication with us. We want to emphasize that the narrative presented in the complaint is inaccurate, and we want to assure you that Senior Planning Services has genuinely exhausted all possible avenues in attempting to resolve this matter with ****************. Once again, we apologize for any inconvenience or misunderstanding that *** have arisen in this situation. We remain committed to maintaining the highest standards of customer service and satisfaction and are always available to address any concerns or questions. Thank you for your attention to this matter. Sincerely, Senior Planning Services
            • Review from Valerie H

              5 stars

              07/18/2022

              SPS is a lifesaver!I am the ***** of ******** and niece for my uncle, who is a resident of ***************************. In 2018, my uncle suffered a stroke and lost the use of the right side of his body, limiting all his functionality. I choose *************************** for their quality of care and service to meet his needs plus the fact that they are a *********accepted facility. Once I realized that my uncles funds could no longer cover his care, I reached out to SPS for assistance regarding the ******** application process. I work full time, and do not have the time or expertise needed to do this on my own. Within that week, I met with an SPS representative who walked me through the process and steps necessary to obtain acceptance and approval into the ****** County, ** ******** program. The meeting was over two hours, as the entire process is extremely complicated with many steps to understand. SPS took the time to ensure I understood the process and what was necessary to get this done. I was then assigned my SPS Representative, *****************************, who contacted me immediately to start the application. ****** took on every aspect of the case and communicated with me frequently to make sure I understood each step and where our case stood. I was genuinely concerned that my uncle would not qualify, but ****** eased my concerns with her expertise and consistent communications. There is no way I could have done this on my own. Within 4-5 months of our application to ********, we received the acceptance letter. Once again, ****** took the time to walk me through the acceptance details and next steps and addressed the many questions I had. I cannot emphasize the expertise and value that SPS provided, as I would have never been able to get through the ******** process without them. Warm regards, *********************************

              Senior Planning Services, LLC Response

              07/28/2022

              Thank you for taking the time to provide your feedback and express your appreciation! Senior Planning Services is here to make the ******** application process simple! We are glad to have helped you and your family!
            • Review from Christi B

              5 stars

              05/20/2022

              I actually cannot say enough about Senior Planning Services. I have used SPS on two separate occasions and was overwhelmingly satisfied. I am the Director of Finance at a ************************************ in New York in which we have a skilled nursing unit along with other levels of care. Two years ago a friend of mine was admitted to our skilled unit. It was a very complicated case but SPS was able to get her on ******** without issue. A few months ago, my father was admitted to the skilled unit and I again reached out to SPS. They handled everything, which made and it so streamlined. It was a spousal case and certainly helped my mother immensely to have my dad on ********. My mother and I were very pleased with everything SPS did.I have recommended SPS to another employee who works and he too was not disappointed.Adina handled the intake and she was pleasant and very nice to work with.Sari was the case manager and was just outstanding. She kept me informed, was incredibly competent and did her job to perfection. I cannot say enough positive things about her.I will continue to recommend SPS to anyone in need of a ******** application. They do an amazing job and are so worth hiring for this process.

              Senior Planning Services, LLC Response

              05/24/2022

              Thank you so much for taking your time to give us such positive feedback. Your review is extremely valued and appreciated. Senior Planning Services is here to make the ******** process simple! We are glad to have helped you and your family!
            • Review from Theresa N

              5 stars

              04/15/2022

              The staff at Senior Planning Services were incredibly helpful during the ******** application process for our elderly mother. From the intake process through the successful submission of the application, each staff person we encountered was knowledgeable, responsive and supportive. SPS staff took the stress and anxiety out of the entire process. They are extremely skilled and expert at navigating the application procedures. I highly recommend this company to anyone facing a similar situation.
            • Review from Walter C

              5 stars

              01/04/2022

              I recommend that anyone having to apply for ******** give serious consideration to using Senior Planning Services. As Moms assets were rapidly being depleted by her assisted living and medical expenses, I knew that at some point wed have to ask for ******** assistance to be able to afford her care. The administration at **************************************************** in ***********, ** recommended speaking with Senior Planning Services for advice and potential assistance in preparing and submitting her application to Somerset County.********************* was my assigned case manager. I forwarded her about ten pounds of paper - copies of documents, including five years of bank account statements that I pulled from **** of America online via ***** the middle of the late winter weather and pandemic-induced disaster out here that incapacitated much of the Southwest for weeks. **** finally received, and then thoroughly reviewed, all of my voluminous documentation, asked questions about areas that she anticipated could be challenged, and requested additional documentation that she felt might be needed. We communicated frequently via email and phone calls, and she kept me regularly informed of the status of the process.Although I think I provided virtually all of the needed documentation, SPS proved to be effective in getting our application approved the first time through, and allowed me not to have to deal with the County Social Services agency directly. If another applicant wasnt able to be as well-prepared, I know that SPS will be able to research and obtain everything thats needed on that applicants behalf, for the same flat fee.

              Senior Planning Services, LLC Response

              01/17/2022

              Thank you for taking the time to provide your feedback and express your appreciation! Senior Planning Services is here to make the ******** application process simple! We are glad to have helped you and your family!
            • Review from Lisa L

              5 stars

              12/20/2021

              December 20, 2021 Dear Kind People at SPS,My mother, of blessed memory, spent her last six months of life at ***************, located in the Bronx, **. While there, she made many friends, participated in activities meaningful to her, received attentive care, and was more than weekly visited by me. Had I not engaged SPS services, I dont know that she would have had that opportunity.Like most people seeking to ensure their parents welfare, I was overwhelmed by the amount of information necessary to understand and the forms (if, correctly identified!) to complete to secure excellent care. SPS and its caring professionals were a blessing to **** first spoke with ************************* at your home office. She was patient and friendly in our interactions and in providing me with very useful guidance. Leeba then introduced me to *********************, who drove to and personally sat with me to answer my many questions about the ******** application process. He also patiently walked me through the required paperwork with its associated documents. Like ****** **** personality was a friendly and caring one.*******************, my mothers case manager, was a lovely individual whose abundant kindness I somehow merited. She sensitively navigated my worries through a troubling time, was a comforting voice, eased my mind, and was able to rapidly secure ******** coverage for my beloved mother.***********************, the Director of Admissions at ***************, welcomed me, my brother, and his wife for a tour of their lovely campus. Her warmth and interest in our mothers well being was clearly demonstrated and continued during my mothers residence there. It is my privilege to write this letter in recognition of how these four people provided comfort and security to my mother, zl, and to her children. At all times during my interactions with them, it felt like I was among friends who were showing great care for my mothers (and our) welfare, and remotely unlike anything resembling a business agreement. I hope that my letter will serve to comfort those trying to help their loved ones and encourage them to engage your fine services.Kind regards,*******************
            • Review from Dom S

              5 stars

              11/10/2021

              Thanks for the opportunity to allow me to let you know how grateful I am with the absolutely wonderful service provided by SPS, in particular the professionalism and excellent client service provided by *********************, and *******************. They were always in communication with me during the process of getting the ******** approval from the ************* of ****** Services for our mom. I am also grateful to the nursing staff at Benchmark Assisted Living at Split Rock for letting me know about SPS and the service your company provides during this very sensitive time of life transition for the elderly.Again, knowing that our dear mom is now in one of the best long term care facilities in the state and is receiving exceptional care is such a blessing, all because of the excellent service provided by SPS, and in particular Rivka's and ******** efforts.Needless to say, I would highly and strongly recommend SPS to assist in this part of life's journey in caring for your loved one.

              Senior Planning Services, LLC Response

              12/03/2021

              Thank you for taking the time to provide your feedback and express your appreciation! Senior Planning Services is here to make the ******** process simple! We are glad to have helped you and your family!
            • Review from maria D

              5 stars

              11/09/2021

              I want to thank all of you at Senior Planning Services for completing my husbands ******** application and for obtaining the subsequent approval. We had gone through the ******** process once before with my mother- in- law and I can still remember the hours, weeks and months it took us to accumulate the information needed for ********. A social worker at one of the Rehab facilities my husband was in recommended that I consider using Senior Planning. I called ***************************** who referred me to ***************************. He spent an evening with me and my children and explained everything in detail. By the end of the evening we knew that Senior Planning Services was for us. He was transparent, honest and comforting. That brings me to ********************* who was a joy to work with. ***** kept me updated with everything and answered all my questions no matter how repetitive they were. We were able to have my husband enter a nursing home while the ******** application was pending based the rightly deserved reputation Senior Planning Services has on their approval rate. She also put us in touch with an attorney, who handled my will and power of attorney, and a representative from American Senior Benefits, handled the annuities I needed to create. What a surprise when ***** called to say we were approved. It was just a matter of a few months! I cannot express enough my familys deep appreciation for everything that was done on behalf of my husband. I can confidently advise anyone who is considering Senior Planning Services that it is well worth the fee. With deep appreciation, ***** D and Family.

              Senior Planning Services, LLC Response

              11/10/2021

              Its our pleasure to assist you! Thank you for taking the time to provide your feedback and express your appreciation! Senior Planning Services is here to make the ******** process simple! We are glad to have helped you and your family!
            • Review from Kenneth C

              5 stars

              04/18/2021

              I would highly recommend Senior Planning Services for processing my wife's Medicaid application and working through the bureaucracy to finalize her approval for Medicaid. My case manager, Esther H., was very professional, always available, and attentive to all the details during the entire application process. I was pleasantly surprised that the entire process navigated by SPS took only 6 months despite the difficulty in collecting all the financial information and documents during the pandemic. I am grateful and thankful for the assistance provided by SPS and in alleviating the financial burden on our household.

              Senior Planning Services, LLC Response

              11/10/2021

              Its our pleasure to assist you! Thank you for taking the time to provide your feedback and express your appreciation! Senior Planning Services is here to make the ******** process simple! We are glad to have helped you and your family!

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