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Iowa Senior Planning

  1. Urbandale
  2. Iowa Corporate Office

Reviews, get directions and contact details for Iowa Senior Planning

Iowa Senior Planning
"At Iowa Senior Planning, we educate citizens of the community on the best financial options available for their long-term healthcare needs. We utilize proven approaches to help seniors qualify for public health benefit assistance to assist in lowering the cost of long-term care. Our specializations include: Medicaid eligibility planning, asset protection and spend down assistance, Medicaid application assistance, VA benefits education, pre-need funeral planning, senior living placement, Medicare insurance, long term care insurance, and Medicaid compliant home sales. Call us for a friendly conversation with an experienced professional to discuss your options!"
Address: 2973 100th St Suite 16, Urbandale, IA 50322, USA
Phone: (515) 344-4284
State: Iowa
City: Urbandale
Zip Code: 50322


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Reviews
I could not have gotten through all the paperwork without the help of Meryl Hiler. She told me everything I needed and she did the rest! This was the first time I have had to deal with the state and Medicaid, there is so much to do! Meryl made the whole process go very smooth. My family is so grateful for her help without it my dad might not be in a safe place right now! I would recommend her services through Iowa Senior Planning for everyone who has the tough decision on how to best take care of their loved ones! Sharon
We were put in touch with Evan after we had already begun the medicaid application process. Had we known the amount of misinformation out there we would have hired him prior to beginning. His knowledge of the system and requirements are outstanding! Working with Evan at ISP simplified the whole process, gave us a sense of peace instead of worry, and made it much more bearable by lightening our load. Evan even responded to emails, texts, and phone calls while having COVID. I can’t recommend Iowa Senior Planning enough!! Simply stellar service :
Meryl Hiler is knowledgeable, responsive and kind. Navigating the complicated and emotional Medicaid system is overwhelming without guidance and Meryl was a godsend. I highly recommend this company to assist during this tough time/transition in life.
Iowa Senior Planning is an excellent service to help with financial needs. I am from out of state and needed help with the Medicaid application for my mom so that she have long term care in a nursing home. I highly recommend Meryl Hiler. She was there for me all the way. She answered all of my many questions and gave me direction and guidance. With Meryl's help I had a successful outcome. Because this application and process is time sensitive I appreciated her quick follow-ups. I know I made a good decision to go with this service. It is because of Meryl Hiler's assistance and Iowa Senior Planning services that they provide, that my mom now has Medicaid and the care she needs and I have peace of mind.
I would like to reiterate all the positive comments regarding Iowa Senior Planning and Mr. Landon Sandberg. Landon helped us navigate a difficult and stressful situation from start to finish, regardless of obstacles that came up. We could have never completed the application without his assistance. Landon provided an invaluable service in a time of great need. The referral we received was a godsend, as well as the service. I could write positive comments literally for pages. I hope others see this review and can use Iowa Senior Planning if find themselves in a situation of need. Mary Ann & Tony
I was so please with the help I received from Evan Jackson and Iowa Senior Planning. My husband of 50 years died unexpectedly August of 2017 and my Mothers health declined in July of 2018. Things had calmed down and then the financial issues started and with his help he successfully helped me with the paperwork by phone, email and text. Next thing I knew were the qualifying papers in the mail. So glad The Kahl in Davenport Iowa out sourced to Iowa Senior Planning.
I cannot recommend Evan with Iowa Senior Planning highly enough! He turned a stressful situation into a delightful learning experience with his expertise and humor. Evan is knowledgeable, compassionate and thorough. He knows his stuff and is the perfect advisor/coach. His response time to emails and phone calls is unparalleled. When you need advice, Evan is your professional.
Luann was so helpful! We had lots of questions, and she had the answers — or she knew where to get them. She quickly followed up on our calls and emails. She kept track of where we were in the process, and kept us on task with the information we needed to gather and give her. I could not have applied for a Millers Trust, and applied for Medicaid without Luann. She facilitated Mom moving into a long term facility , and many other things.
Iowa Senior Planning was very helpful in getting my Dad and Mom the help they needed. I would definitely recommend them if you need assistance on what to do with your parent or parents. They made the process seem easy. I am very grateful for there help.
Evan and his staff are oustanding, and will go out of their way to help. I'm not sure what my Mother and I could have done without Evan's support and assistance.
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