Secure Today Financial
Secure Today Financial is an independent Fort Lauderdale-based financial services firm of seven professionals that sells retirement income, asset protection, and legacy planning strategies using insurance products such as annuities, life insurance, long-term care, and Medicare supplements to individual retirees and families in South Florida.
- Company typePrivate
- Founded1988
- HeadquartersFort Lauderdale, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Secure Today Financial does
Secure Today Financial is an independent financial services firm headquartered at 500 West Cypress Creek Road, Suite 520, Fort Lauderdale, Florida, founded in 1988 to serve individuals and families planning for retirement. The firm employs seven professionals, led by President Elise Roberts (a Certified Financial Fiduciary), and operates as a private, founder-led practice with no parent company, institutional backing, or external funding disclosed. Its service offering is organized into three pillars: GROW (retirement income strategies, annuities, IRA/401(k) rollovers), PRESERVE (life insurance, asset protection, tax-efficient strategies, long-term care, Medicare supplements), and GIVE (IRA legacy planning, charitable remainder trusts, donor-advised funds), with referrals out for trusts, probate, estate planning, and tax planning.
Secure Today Financial firmographics
Firmographics- Name
- Secure Today Financial
- Legal name
- Secure Today Financial
- Website
- https://securetodayfinancial.com
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Secure Today Financial is an independent Fort Lauderdale-based financial services firm of seven professionals that sells retirement income, asset protection, and legacy planning strategies using insurance products such as annuities, life insurance, long-term care, and Medicare supplements to individual retirees and families in South Florida.
- Ownership category
- akta.pro rank
Secure Today Financial industry classification
Industry- Product category
- Retirement Planning Services
- NAICS
- Portfolio Management and Investment Advice (523940), Finance and Insurance (52)
- SIC
- Investment Advice (6282), Life Insurance (6311)
- akta.pro primary industry
- Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)
Keywords
Where Secure Today Financial is headquartered
LocationHeadquarters
- HQ city
- Fort Lauderdale
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Secure Today Financial business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations
Revenue model
- Insurance Products Commission: The company earns commissions from selling various insurance products including annuities, life insurance, long-term care insurance, and Medicare supplements. These are sold to individuals creating retirement strategies.
- Financial Planning Services: Fees earned from providing personalized retirement income strategies, IRA/401(k) rollovers, asset protection strategies, tax-efficient strategies, and IRA legacy planning services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Customized retirement strategy services |
Go-to-market motion3 records
Distribution channels1 record
Marketing channels4 records
Secure Today Financial product offering
Product offeringCore offering
Secure Today Financial is an independent financial services firm that designs customized retirement strategies for individuals and families using insurance-based products. The firm applies its proprietary Retirement Lifesaver planning process across three service pillars: GROW (retirement income strategies via annuities and IRA/401(k) rollovers), PRESERVE (asset protection through life insurance, tax-efficient strategies, long-term care, and Medicare supplements), and GIVE (IRA legacy planning through charitable remainder trusts and donor adviser funds).
Product overview
Secure Today Financial is an independent financial services firm offering retirement strategies through insurance products. The core offering centers on the proprietary 'Retirement Lifesaver' planning process, which guides clients through Discover, Evaluate, and Plan steps. Services span three main areas: GROW (Retirement Income Strategies including annuities and rollovers), PRESERVE (Asset Protection including life insurance, long-term care, and Medicare supplements), and GIVE (IRA Legacy Planning including charitable trusts). The company also hosts 'The Annuity Show' podcast as educational media content.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Lifesaver Proprietary custom planning process that examines a client's current financial situation and determines retirement needs through a three-step methodology (Discover, Evaluate, Plan). Designed for individuals and families pursuing retirement goals.
- Retirement Income Strategies Advisory service helping individuals put hard-earned assets to work for retirement preparation, including annuities and IRA/401(k) rollovers. Targeted at individuals approaching or in retirement.
- Asset Protection Strategies Services to protect retirement assets through life insurance, tax-efficient strategies, long-term care strategies, and Medicare supplements. Targeted at individuals seeking to safeguard retirement income.
- IRA Legacy Planning Strategies to provide for people and causes clients care about, including charitable remainder trusts and donor adviser funds. Targeted at individuals planning to leave a financial legacy.
Quantifiable outcome
- Customized retirement strategies designed for individual client goals
Companies that use Secure Today Financial
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles1 record
Secure Today Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Secure Today Financial partnerships and signals
Strategic signalScale indicators2 records
Recent moves5 records
Expansion highlights4 records
Secure Today Financial competitors and assessment
Company assessmentBroad incumbents
- MassMutual: Mutual insurer with significant annuities, retirement income, and life insurance distribution, serving the same individual retirement planner segment that Secure Today Financial targets.
- Transamerica: Insurance and retirement products company offering annuities, life insurance, and retirement income solutions distributed through financial professionals to individual clients.
- Lincoln Financial Group: Provider of annuities, life insurance, and retirement plan services, with a strong focus on protected retirement strategies that mirrors Secure Today's "Preserve" and "Grow" service pillars.
- Northwestern Mutual: Insurance and financial planning firm offering life insurance, disability, annuities, and retirement income strategies through financial representatives, overlapping heavily with Secure Today Financial's product mix and target segment.
- New York Life: Large mutual insurance company with deep annuity, life insurance, and retirement planning offerings distributed through a nationwide agent network. Sells the same product categories (annuities, LTC, life) that drive Secure Today Financial's commissions.
- Fidelity Investments: Large retirement-focused brokerage and advisory firm whose IRA and retirement planning offerings (including rollovers) compete for the same retiree client base Secure Today Financial serves.
Direct peers
- Thrivent Financial: Membership-based fraternal financial services organization focused on financial planning, annuities, and insurance products for individuals and families through a relationship-driven advisor model.
- Edward Jones: Network of independent financial advisors providing retirement income, annuities, life insurance, and long-term care solutions to individuals and families through a face-to-face advisory model that closely mirrors Secure Today Financial's consultative motion.
- Primerica: Independent representative-based distributor of term life insurance, investment, and retirement products to middle-income households, sharing Secure Today Financial's small-team, advisor-led distribution model.
- Ameriprise Financial: Advisor-led retirement, annuity, and wealth-planning franchise serving individual clients via personalized financial planning and proprietary processes — directly comparable to Secure Today Financial's Retirement Lifesaver-driven model.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Secure Today Financial social profiles
Digital presenceSecure Today Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Secure Today Financial leadership team
Management profileNumber of profiles
Profiles7 records
Secure Today Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Secure Today Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Secure Today Financial
What does Secure Today Financial do?
Secure Today Financial is an independent financial services firm that designs customized retirement strategies for individuals and families using insurance-based products. The firm applies its proprietary Retirement Lifesaver planning process across three service pillars: GROW (retirement income strategies via annuities and IRA/401(k) rollovers), PRESERVE (asset protection through life insurance, tax-efficient strategies, long-term care, and Medicare supplements), and GIVE (IRA legacy planning through charitable remainder trusts and donor adviser funds).
Is Secure Today Financial a public or private company?
Secure Today Financial is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Secure Today Financial founded?
Secure Today Financial was founded in 1988. It employs 1 to 10 people.
Where is Secure Today Financial based?
Secure Today Financial is headquartered in Fort Lauderdale, United States, in the North America region.
How does Secure Today Financial make money?
Two revenue lines are on record. Insurance Products Commission is the primary driver. The others are financial Planning Services.
Who are Secure Today Financial's main competitors?
Broad incumbents on record are MassMutual, Transamerica, Lincoln Financial Group, Northwestern Mutual, New York Life and Fidelity Investments. Direct peers are Thrivent Financial, Edward Jones, Primerica and Ameriprise Financial.
Does Secure Today Financial have an API?
No public API is recorded for Secure Today Financial.
What industry is Secure Today Financial in?
Secure Today Financial's product category is Retirement Planning Services. Its primary akta.pro industry code is FSAEABAH, Annuity & Insurance-Based Retirement Solutions Advisory. Its NAICS code is 523940 and its SIC code is 6282.