Financial management for the elderly

As your loved ones enter their golden years in the San Diego area, you might find yourself having to become more involved in their finances. Through Simply Settled financial management services, we can help you manage their assets. Our partners have the experience and integrity to assist in navigating the ever-changing financial world.

Funds can be organized to be disbursed to the family member in need through a variety of options, such as a monthly allowance for living, home care, and other necessary expenses. Our financial advisors and tax professionals will see to it that your assets are protected and finances managed properly. Our partners, carefully screened by us, will help develop a plan that meets your family’s needs now and in the future.


  • Annuities
  • Retirement planning
  • Bill pay
  • Life and long-term plan insurance
  • Estate Conservation
  • Investment management
  • Tax strategies
  • Advisory programs