BBB Accredited Business Profile

Utah Senior Planning

Utah Senior Planning

(801) 546-9556

Utah Senior Planning

9 years in business
1330 Flint Meadow Dr
Kaysville, UT 84037-9592
Fax Numbers
  • (866) 478-2710
Additional Email Addresses
BBB File Opened: 08/11/2011
Business Started: 01/01/2008
Business Started Locally: 01/01/2008
Business Incorporated: 09/26/2007 in UT
Type of Entity
Limited Liability Company
Business Management
  • Mr. William Sandberg, Owner
Business Category
  • Insurance Services
  • Financial Planning Consultants
  • Insurance Companies
  • Insurance - Medicare Services
  • Insurance - Long Term Care
  • Insurance - Senior Products

Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB accredited business



This firm uses innovative approaches to help seniors qualify for public benefit assistance to help lower the cost of long-term care. Other specializations include Medicare insurance, end-of-life planning, retirement planning, estate planning and pre-need funeral planning. In-house attorneys and tax preparers allow us to offer integrated legal and financial planning services based on client needs.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Utah Senior Planning

Utah Senior Planning


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