Read about what our partners & clients think about us.

“Luann and Hannah at Iowa Senior Planning were my angels at a time of need. This organization is truly a blessing for anyone applying for Medicaid for a loved one. Luann is not only professional and knowledgeable, but extremely pleasant, caring and thoughtful. Her assistant, Hannah, is a delightful young lady. Very professional, helpful and kind as well. The two of them make a great team. They handled all the details through the Medicaid application maze and put my mind at ease. Thank you both for for all your time and effort in handling this process. I am truly grateful.”

— Linda W.

 

“I don't think most of us really think about issues like what kind of assistance we or a loved one might need until it happens. When an elderly uncle had a need I quickly learned I needed some experienced assistance to help him. Then someone referred me to Iowa Senior Planning and it was the best decision we could have made. They worked with us and have walked us through the process so smoothly. Believe me there is information overload out there and most of what you hear is not the way it works. I highly recommend Iowa Senior Planning if you find yourself in need of someone who can counsel with you and walk beside you on the correct path. This group is awesome, know what needs to be done, and made a very difficult situation much more bearable. What a blessing they have been to us!”

— Jonette

 

“If you need help to fill out the Medicaid application, so you can get your loved one on Medicaid, then you need to call Iowa Senior Planning. They were a great help to me. I was stressed and they put me at ease. They met with me and helped me fill out the application and get all the paper work needed, in order to send in the application. My brother was approved in 30 days. I know it was because of the great help I received from Iowa Senior Planning to get him approved in a very short period of time.”

— Joyce

 

“Evan and Luann at Iowa Senior Planning are such a blessing!!! My family thought my dad was not eligible for Medicaid with the research we had done. My mom was paying almost $7,000 per month for my dad’s nursing home. After one meeting with a Evan it was as if a very heavy weight had been lifted. Not only did he help us do everything we needed to in order to get dad on Medicaid, but he also helped with some financial planning for my mom and prepaid funeral arrangements. Luann was always available for questions and to help us get all the necessary paperwork finalized. Together as a team, they’ve got the knowledge and the compassion to help you through a very difficult time. We highly recommend Iowa Senior Planning and will continue to use them for future needs. Thank you Evan and Luann!!!”

— Jen

 

“Thank you Meryl Hiler for your tenacity in assisting with the application for a Family Member to obtain Iowa Medicaid assistance. As an out of State Co-Guardian, navigating the process to provide all the necessary documentation was daunting, especially when time was of the essence on my part for financial support. Meryl's professionalism in coordinating with DHS to provide them with the proper information was greatly appreciated. I highly recommend Iowa Senior Planning to assist in finding financial resources for a family loved one.”

— Clara

“If you are helping an elderly parent who is about to outlive their financial resources and have no idea what to do or where to turn for answers – Mr. Jackson can be an answer to your prayers. I took a leap of faith to contact him and could not be more thankful that I did. His knowledge and advice have been very educational and helpful and provided me with priceless peace of mind. I rarely provide endorsements but I am honored to do so for Mr. Jackson. I am confident that he can be a blessing to you, too.”

— David

 

“I know you are very busy so I just wanted to take the time to email you my sincere Gratitude to you. I live in Northern California, here in Iowa visiting doing my best to help my father and it is with the unselfish help from people like you that has made this trip of mine a lot easier than what it could have been. Thank you Evan for your time and knowledge on this matter, I am forever grateful.”

— Bill

 

“Evan and Iowa Senior Planning were a great help in guiding us through successfully applying for Medicaid assistance for my mother. The advice we received from them made the process much easier to understand and a lot less frightening.”

— Anonymous

 

“Dear Friends, Just a few words to tell you of the help and happiness Iowa Senior Planning has brought to me. Got a heavy load? They will lighten it! Need direction plus a friendly “kitchen table” talk; they will be there all the way. I have made a lasting and safe, dependable friend. Call them.”

— Dolores

 

“Mr. Jackson not only assisted but completed my application process to get approved for Medicaid Insurance long-term care for me here at Manor Care. I feel Mr. Jackson excelled and exceeded industry standards without complications and did this in the most professional and personal manner. My only hope is that the word gets out and more referrals are sent to Mr. Jackson and Iowa senior planning as I said this organization and the representative Mr. Jackson is many steps above the rest. A 10 star rating. He requested my information necessary to complete the application process, completed the application for me, and did all the follow-up necessary for me to get approved. There was nothing for me to do which took the major portion of my stress in getting long-term care for financial assistance.”

— Forest

 

“The monies for mom was running out fast and I was in a tizzy. From the very first call I had with Luann my fears and anxiety started to decrease. You see I live in TX and have no siblings or anyone to help me. I've managed pretty well handling mom's affairs, but applying for Medicaid was something else. I work full time & am the sole support. I needed help & I got that and soooo much more. I cannot praise the professionalism, kindness and joy that Luann presented with every encounter we had whether on paper, e-mail, fax or on a phone call. It all went very well & our goal was achieved. She continues to reach out to say HI and check to see how thing are going. Luann is a huge asset to IA SR Planning & I will recommend your company & her to anyone. Thank you for changing a very scary event into one of satisfaction.”

— Linda B.

 

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Help Us Spread the Word

Iowa Senior Planning is proud to have worked with so many kind and dedicated clients. Many citizens need the type of services we offer, but we often get to clients when their financial situations are past the point of our ability to give them the most beneficial aid. Help us reach people before these stages by sharing about your experience working with us.

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