Senior Planning Services

Insurance, Home Health Care, Consultant

100 Boulevard of the Americas, Lakewood, NJ 08701

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.

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Reviews for Senior Planning Services

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  • Aug 2026

    Case Manager Feedback: Rivka truly stepped in and made this decision to assist my dad the right choice! She was always empathetic, caring and super attentive along with being detailed! So thankful to have worked with her along this grueling process!

    General Feedback: Thank you for your compassion for families that experience this life event and need all the help we can get!

  • Jul 2026

    Our experience with Sara was wonderful.
    Her knowledge and professionalism help
    us through this process. We recommend
    Sara and Senior Planning Services.

  • Jul 2026

    Senior Planning Services was very helpful in our completing the Medicaid process.

Hours

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

Location

100 Boulevard of the Americas, Lakewood

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