Retirement is personal. You’ve worked hard to save and invest your money and now it’s time to optimize and protect your savings to provide for your retirement and your loved ones thereafter.
Secure Lifecare Solutions is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Our approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, and asset protection, in support of a holistic approach to their finances.
Our three-step planning process works to help identify and implement suitable financial strategies for helping our clients meet their needs and achieve their goals and objectives for retirement.
Outliving financial assets as the result of a longer life.
Limited access to assets to meet life’s unexpected financial needs.
Reduction in real purchasing power as the result of increasing cost of living.
Unexpected reduction in the value of financial assets at the time of withdrawal.
Loss of financial assets as the result of a partner’s or spouse’s death.
Decreasing income and assets and/or impairment of legacy assets from increasing taxes.
We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom tailored solution that we continue to monitor and adjust until the end of time.
Founder
I started my career with Mutual of Omaha as an insurance agent in 2002. In my two decades in the Insurance industry, I have worked with over 1000 clients specializing in a wide range of insurance products including Life, Health, Disability, Annuities and Long Term Care. I was recognized as a strong leader earning 3 Sales Excellence Leadership Awards and a place in the President’s Club for five consecutive years.
As a Certified Senior Advisor and a Certified Long Term Care professional, I work with older adults to understand their needs. I provide guidance and support in financial planning, healthcare navigation and senior living options. I collaborate with seniors to discuss the subject of longevity and its consequences on their families and finances.
I take pride in building long-lasting relationships with my clients, understanding that trust and transparency are key in fostering a positive and productive partnership. I am passionate about educating my clients on the importance of having adequate insurance coverage and I take time to explain complex policies in a way that is easy to understand.
I live in New Jersey with my wife and son. In my free time, I love taking long drives and sipping coffee in quaint cafes. I enjoy watching tennis and movies (I am a big Hollywood buff!) and spending time with loved ones.
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