Secure Capital Management USA

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2 Mid America Plz Ste 725
Oakbrook Terrace, IL 60181

History

Having graduated from Northern Illinois University with a degree in Finance with an emphasis in Economics, Rajan has been practicing financial planning for more than 15 years, and is very knowledgeable in optimizing Social Security benefits. Throughout his financial planning career, Rajan has held corporate managing and agency director positions, helping him become the well-rounded advisor he is today. After gaining experience with the top financial firms, Rajan's entrepreneurial attitude catapulted him into his own independent advisory firm. This allowed him to truly relinquish unbiased recommendations and solutions in a fiduciary capacity. Among other accolades, Rajan is a member of the Million Dollar Round Table, a networking platform of top financial professionals in the nation. In addition, he achieved top financial producer's conference for 2010-2013. Rajan holds a Series 7 registration and a life insurance license in 10 states. Rajan is also a partner with Money Smart Week back

Specialties

At Secure Capital Management, our team employs a holistic step-by step approach to planning, always working in the best interest of the client, not ourselves. We understand retirees face many challenges of outliving their income, impact of inflation, and rising cost of health care. Since a majority of our clients are approaching retirement, in retirement, or in the distribution phase of retirement, we are able to have an upper hand with experience and strategy.

Reviews

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3.02 reviews
Randy K.
10/6/2015

I have known Raj and been listening to his radio show for about two years. His approach to being an advisor is to listen, offer options and information and then discuss how you feel about those...

Jim D.
1/10/2021

Salespeople that tried selling me EXPENSIVE annuities, it was such an unpleasant experience. Stay away!

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United StatesIllinoisOakbrook TerraceSecure Capital Management USA