Our Mission
At ElderSecure Plans, our mission is to provide comprehensive, compassionate, and personalized financial security solutions for seniors and their families. We believe every individual deserves dignity, stability, and peace of mind during their golden years.
Our core values guide everything we do:
- Integrity: We maintain the highest ethical standards in all our dealings
- Compassion: We approach every situation with empathy and understanding
- Expertise: We bring decades of specialized knowledge to every client
- Personalization: We create tailored solutions for each unique situation
- Transparency: We believe in clear communication and honest advice
Our History
ElderSecure Plans was founded in 2005 by financial advisor Michael Reynolds after witnessing firsthand the challenges his own parents faced navigating retirement planning and long-term care options.
What began as a small consultancy focused on senior financial security has grown into a nationally recognized firm with offices in five states, serving thousands of clients annually.
Key Milestones
-
2005
Company founded in Boston, MA with three employees
-
2010
Expanded services to include comprehensive estate planning
-
2015
Recognized as "Top Senior Financial Services Provider" by Financial Times
-
2020
Launched our innovative digital planning platform
Meet Our Team
Michael Reynolds
Founder & CEO
With over 30 years in financial planning, Michael brings unparalleled expertise in retirement strategies and wealth preservation for seniors.
Sarah Chen
Chief Financial Officer
Sarah oversees all financial operations and brings 20 years of experience in wealth management and tax optimization strategies.
David Rodriguez
Director of Client Services
David leads our client relations team and specializes in creating customized care plans that address both financial and emotional needs.
Emily Park
Senior Financial Advisor
Emily specializes in estate planning and intergenerational wealth transfer, helping families preserve their legacies.
Robert Johnson
Medicare Specialist
With 25 years in healthcare finance, Robert helps clients navigate the complex world of Medicare and long-term care insurance.
Lisa Wong
Client Care Coordinator
Lisa ensures every client receives personalized attention and coordinates between families, advisors, and care providers.
Our Approach
At ElderSecure Plans, we take a holistic approach to senior financial security that goes beyond traditional financial planning. We understand that financial decisions in later life are deeply personal and often emotional.
Comprehensive Assessment
We begin with a thorough evaluation of your current financial situation, health status, family dynamics, and long-term goals. This 360-degree view allows us to identify potential risks and opportunities.
Customized Solutions
No two clients are alike. We develop tailored strategies that address your unique circumstances, preferences, and values, ensuring your plan evolves with your changing needs.
Ongoing Support
Our relationship doesn't end with a plan. We provide continuous monitoring, regular check-ins, and adjustments as needed to keep your strategy aligned with your goals.
Family Involvement
We facilitate family meetings and create clear documentation to ensure your loved ones understand your wishes and can support your decisions.
Community Involvement
Beyond serving our clients, we're committed to making a difference in the communities where we live and work. ElderSecure Plans actively supports initiatives that improve the lives of seniors and their caregivers.
Our Initiatives Include:
- Financial literacy workshops for seniors at local community centers
- Sponsorship of caregiver support programs
- Pro bono planning services for low-income seniors
- Partnerships with Alzheimer's research organizations
- Annual scholarship for students pursuing gerontology degrees