About Senior American
Senior American has been serving San Diego and Southern California seniors since 1990. We are members of the Better Business Bureau of San Diego and Imperial Counties as well as the East County Chamber of Commerce. Our staff includes a Certified Estate Planner (CEP) and an attorney who specializes in wills and trusts. We always have the latest news and information about the burgeoning Reverse Mortgage market.
Over the years, we have earned an outstanding reputation in the insurance and financial services industry. We are especially known for our expertise and integrity in serving special needs of the senior community. We will gladly provide any number of references from our satisfied clients upon request. Our founders, Matthew Copley and Brian White (pictured), are dedicated to offering only the best products and services to seniors.
Senior American has prepared thousands of Living Trusts and Estate Planning Packages to protect our clients' assets from the expenses and delays of probate. We have also developed several methods for avoiding the costly out-of-pocket expenses associated with in-home care and nursing home care. We can also maximize the value of our clients' retirement programs (IRAs, 401Ks, etc.) by reducing and deferring taxes.
But most importantly, Senior American is committed to serving the senior community. Contact our office today!