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

Joe Soricelli

C.E.O. of Aging Issues Management

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 Specialist 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 is happy to assist you with your needs and confidentiality is always guaranteed.

Jim Licata

James Licata

While moving through your life, long term care decisions overwhelming or worse, forgotten. To help accomplish your goals you need an experienced helmsman as a guide on your journey. As a long-term care sales representative with Aging Issues Management, I have a conversation that matters and take actions that make a difference,

Jim resides in Cortlandt Manor, Westchester NY with his wife, Lisa of 32 years and together they have 2 daughters. In Jim’s free time he enjoys sailing.

Email Jim. He is happy to assist you with your needs and confidentiality is always guaranteed.

David Carley

Mr. Carley was a competitive swimmer in high school finishing in the top ten In the State In two Individual events and a relay; played collegiate water polo earning two Mid-Atlantic All-Star Team spots and Captain of the Team for two years. He is a graduate of Temple University, completing both his undergraduate and graduate degrees in Athletic Training and Sports Medicine respectively. Additionally, because of the financial burdens imposed by attending graduate school, Mr. Carley enlisted in the US Navy after completing his undergraduate studies, enrolling in the Advanced Officer Candidate Training programming and serving with the Underwater Demolitions Team and Amphibious Recon Team, earning and maintaining the rank of Lieutenant Commander, with a command of twelve men, enabling him to lead those men from the field, doing everything possible to ensure their safe return home. David has coached high school and collegiate swimmers with two making Olympic Trials and one qualifying for the US team in1992. He also coached Special Olympic Swimmers at two International Games for Team USA.

Email David. He is happy to assist you with your needs and confidentiality is always guaranteed.

M. David Carley 16 May 2016 (3)

A Vision For The Future

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

Actionable Housing Strategies

Helping senior citizens with family financial decisions related to housing.

The Art of Aging

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

Want to Collaborate, Volunteer or Work?

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