Skip to main content
BestProsInTown

Senior Planning Services

4.9 191 reviews
Insurance, Home Health Care, Consultant
Overall rating
4.9
out of 5
191 reviews
5 star 94%
4 star 4%
3 star 0%
2 star 0%
1 star 2%

About Senior Planning Services

Senior Planning Services specializes in assisting families with the Medicaid application process for senior citizens. They offer expertise in Medicaid eligibility and have helped numerous applicants secure financial security. Clients praise the staff for their professionalism, patience, and knowledge. The dedicated team aims to make the process as smooth as possible, often coordinating with attorneys, realtors, and the Department of Social Services. While the typical application can take several months, Senior Planning Services strives to expedite the process and reduce stress for families during this challenging time. Customers have described the service as an "absolute pleasure" and "fantastic throughout the entire process," with the staff anticipating questions and providing comprehensive guidance and support, leading to a near-certain Medicaid approval. They also assist with establishing loved ones in assisted living facilities, negotiating Medicaid approval, and liaising with facility staff. The team’s kindness and professionalism have earned high praise from clients, who feel grateful for their diligent work in overcoming challenging eligibility issues and ensuring successful Medicaid coverage.

5.0
Tova Stratton
Senior Planning Services
100 Blvd. of the Americas
Lakewood, NJ 08701

Dear Tova,
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 Continuing Care Retirement Community 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 Medicaid 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 Medicaid. 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 Medicaid application. They do an amazing job and are so worth hiring for this process.

Sincerely,
Christi B
5.0
Was a very good service for all that needs direction and or help with the long hurdles of taking care of a loved one. Would highly recommend their services. In a time where i felt lost and unable to pursue the challenges of taking care of a loved one. SPS came in and took complete control on my loved family member, to live their rest of there days taken care of, medically, physically and emotionally.
5.0
Senior Planning Services is an excellent company. I had no clue on my own on how to begin switching out of private pay to Medicaid for my aunt in LTC due to a stroke. Having heard horror stories regarding the 5-year look back period stressed me out terribly. My aunt had a Basic Will that did nothing for her in this situation. We had one meeting together. Everyone was very professional and helpful in explaining what steps I would take and when. They spent time understanding my situation, did not rush me out of the room, covered all the necessary information and answered my concerns. Judy Mincer, my Case Manager, reached out monthly by mail (I'd rather converse this way… read full review
Photos of Senior Planning Services, 100 Boulevard of the Americas,  Lakewood
All 17 photos

Hours

Monday 9AM - 5PM
Tuesday 9AM - 5PM
Wednesday 9AM - 5PM
Thursday 9AM - 5PM
Friday 9AM - 5PM
Saturday Closed
Sunday Closed

Location

100 Boulevard of the Americas, Lakewood, NJ 08701

Find More Pros Nearby

You May Also Like

Stories and guides from BestProsInTown.

For local businesses

Is this your business?

Upgrade your profile to add the context customers, search engines and AI systems use to evaluate and recommend your business.

Write a review

Senior Planning Services · 100 Boulevard of the Americas, Lakewood, NJ 08701

Your rating *

Write what you would want to read before calling. Please leave out contact details.

Photos optional

Add a photo

Senior Planning Services

Photos of the work, the vehicle or the premises. They appear on the profile once reviewed.

Call Directions Website