We have developed a complete team to help seniors with the overwhelming task of downsizing, or moving to independent living, assisted living or nursing services.

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Debbie Meyer and Chuck Musick

 Senior Real Estate Specialists

Debbie and Chuck will arrange for an estate sale, a senior move manager, a mover, and a house cleaner, all as part of our service. We also have a senior lawyer, a Medicare and Medicaid specialist, and an investment advisor on our team, should you need those services.
Debbie and Chuck charge 6% to list and sell your home. The organization of the move is completely free! Call 801-860-9361 and I will put you in touch with all of my resources..

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Shirley Duncan

Estate Sale Professional

Shirley will come into your home and price every last item. People make the mistake of discarding too many items before the estate sale, don't do that! She can sell it all. After the pricing, the sale runs Friday and Saturday, the prices dropping to half price at noon on Saturday. All remaining items will be donated. Shirley charges 35% of the total sales plus $10 per hour for any workers she hires to price and run the sale.
801-598-4738

Bridget and Travis Chapple

 Family Moving Services

Bridget and Travis will box and move your belongings from house to house, or to assisted living, or from assisted living to nursing services, any move you need, They own and operate their own trucks. Bridget and Travis charge $120 with a minimum of 2 hours.
801-808-8454

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Rob Spafford

Medicare, Medicaid and Disability Benefits Advisor

Rob has over 12 years experience working with the Senior and Disability market. He can walk you through any questions you might have with Medicare, Medicaid or Disabiity Insurance and all your other retirement needs. If you have questions on Short Term Care (Assisted Living Expenses) Life Insurance, Annuities, or Final Expense he can find a product that meets your needs.
801-573-0001

Matt Wilson

Marketing for Calvin Curtis Senior Law

Matt can get you in touch with one of the best senior lawyers in the state. Calvin Curtis does estate planning, DNR, wills, and creates trusts for seniors and their families.
801-898-9011

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Daniel Short

 Financial Planner and Benefits Advisor for Seniors

Dan works with seniors in all capacities. He heads up Simply Seniors and fundraises for Meals on Wheels.

He is a fantastic listener and will help you evaluate what comes next when it comes to your money.
801-891-7901