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Elder Financial Planning

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Even simple things such as balancing a checkbook and paying household bills can become increasingly difficult for the elderly.

With our elder financial planning services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out the financial well being of your parents (or grandparents).

  • Reviewing and paying household bills, budgeting, and record keeping.
  • Assistance with check writing and checkbook balancing.
  • Making sure money is received, receipted, and deposited.
  • Planning retirement account distributions and safeguard against improper disbursements.
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
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Callen & Associates, Inc.
334 Via Vera Cruz
Suite 205
San Marcos, CA 92078
(760) 798-1599
fax: (760) 798-1581
info@CallenCPA.com
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