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MEET THE PROFESSIONALS WHO CAN HELP YOU

PURSUE YOUR GOALS

We guide individuals and families toward their ideal retirements.

Meet the Team

Secure Today Financial was founded with the goal of assisting retirees in effectively managing their needs and planning for the future. We are committed to providing highly personalized service, thus earning a reputation for excellence in our industry and community.

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Elise Roberts
President & Annuity Specialist

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Ed Roberts
Vice President & LTC Specialist

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Alima Moore
VP of Client Services & Transfers

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Toni Clayton
Office Support

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Marita Rodriguez
VP of Marketing & Events

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Kelly Fletcher
Insurance Operations

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Riley McCulley
Case Analysis and Design

Or give us a call at 954-401-1067

Phone: 954.401.1067 | Fax: 888.411.9386
Email: info@securetodayfinancial.com
500 W. Cypress Creek Road, Suite 520 | Fort Lauderdale, FL 33309

Ready to Take the Next Step?

Schedule your one-on-one meeting with Secure Today Financial. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Secure Today Financial is our firm name. Any references to security refer to fixed insurance products. The Retirement Lifesaver is our proprietary process and does not guarantee specific financial results.

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