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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

Elise has a deep passion for helping people and strives to empower each of her clients by providing simple, honest information that gives them confidence about their financial future.

Because she considers her clients family, Elise treats their financial objectives as a priority and believes people should secure at least a portion of their wealth with safe options to help preserve their family’s lifestyle and legacy. She pursues her clients’ financial goals through a commitment to affordable solutions, safe money options, strategies for growing and preserving wealth, and income plans to help guard against market declines.

With more than three decades of experience, Elise has seen just about everything in the financial services industry and insists you don’t have to be an expert to understand and control your money. Rather, she subscribes to the KISS method — “Keep it simple, silly” — and believes you just need straightforward information to make the right choices.

A member of the National Ethics Association, Elise has lived in the Boca Raton area since early 2019. She is licensed to sell life insurance and annuities in 13 states.

Ed Roberts, CLTC®
Vice President/Long-Term Care Planning Coach

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Kelly Fletcher
Insurance Operations

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Camelia Poespowidjojo
Concierge Operations

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.

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