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.
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..
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
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
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