Joe Soricelli

CEO of Aging Issues Mgnt

Mission Statement
“Our mission at Aging Issues Management (A.I.M.) is to help individuals and families plan better to live better.

 

Our Process
A.I.M. starts the process with a personalized,confidential, interview to identify the decisions that stress you the most (housing, insurance, healthcare, retirement and end-of-life planning, etc.).
We know that there is a significant gap between the plans people know they need and the actions they take to get the plans done. Talking about the decisions we face as we age reduces stress on you and your loved ones.
We help you act on the needed decisions quickly and responsibly.

Let A.I.M. help you address your planning needs now and in the future.

A Vision For The Future

Crafting plans for issues such as long-term care while preserving assets, including Medicaid planning

Planning

Actionable Housing Strategies

Helping senior citizens with family financial decisions related to housing.

Housing

The Art of Aging

Educating the public on various elements of estate and Medicaid planning.

Education

Gain valuable insight on maintaining control of your life as you age.

About Joe Soricelli

Joseph L. Soricelli “Joe” is a trusted, independent consultant who has successfully helped his clients, friends and family improve their life through better planning for their finances, health care and real estate concerns. His expertise in helping them understand and plan for all Four Stages of Retirement has helped them live more comfortably with less stress.

Joe has over 30 years planning experience. Joe has been a Registered Representative and Investment Advisor since 1985 experiencing all market conditions, which has provided a broad wealth of knowledge and experience for his clients to benefit. Joe is AIFA certified. He is a Senior Real Estate Specialists and he is a Certified Medicaid Planner. Plus, as Joe and his clients have aged, and new issues and situations come up, Joe has continually educated himself to meet and manage the needs of his clients today for tomorrow.

Joe really cares about people. He continually gives back to the community giving presentations about a wide-array of Aging Issues that we all will face at some point in our lives. (Examples: Medicare, Medicaid, Long-Term Care, Housing, Estate Planning, Income Planning, Asset Protection, and Fraud Prevention). In addition, Joe is a strong advocate of senior housing.

Joe has received many awards over his 30-year career. He is married with three grown children, is active in his church, Lions Club and at the Alzheimer’s Association, as well as The Westchester Parks Foundation. He serves his hometown as a zoning board member and assists in stage production at his local high school and Community Theater.

Give Joe a call. He would be happy to assist you with your needs and confidentiality is always guaranteed.

Seventh Annual Celebrate Aging Livable Communities Village Fair on Wednesday, September 18, 2019 from 10:00 a.m. to 2:00 p.m. at the Mount Pleasant Community Center in Valhalla :

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Want to Collaborate,  Volunteer or Work?

Interested in learning more about our company? Looking for a way to collaborate and/or give back to the community? Give us a call or send us an email!

Upcoming Events

“Should We Stay or Should We Go?” Workshop

Jan 24, 2019 | New Rochelle

As we age, we demand specialists in our health needs, so why not in our housing and equity needs as well?” Aging Issues Info helps senior citizens with family financial decisions related to housing and the financial effects on retirement.

Give us a call or send over a message and we’ll get back to you within 24hrs.