Design and Implement Comprehensive Financial Solutions that, foremost, promote “Safety First, Growth Second” and achieve the highest, “Most Tax Favored”, Income Stream that “Cannot Be Outlived.”
Historically investors have purchased a financial product and then found out how the decision affected their tax and investment planning later. The correct course of action, naturally, would be to discover your needs and build a proper plan first. Learn the right questions to ask before you buy any financial product or plan for your future.
Each financial product has a place and a specific purpose where it may fit properly into someone’s retirement planning. But without a complete review of your personal situation, risk tolerance, income needs, tax situation, long-term care needs and estate and charitable desires, no one can or should, have an opinion on whether a specific product is right for you.
It is the discovery of your true desires and needs that is the first step you should take, not the choice of investment products that historically many people have made as their first step or concern.
Our simple, easy to understand, 3 Step Review can help you get a handle on your true needs and desires and determine whether your current strategies are consistent with your goals.
Most financial advisors focus only on helping you accumulate assets. Our job is to help you look forward and cut future tax bills. and help you avoid financial problems in your retirement years and your estate plan.
About Joe Lucey
As President of Secured Retirement Advisors, LLC, Joseph Lucey has made the safe and secure protection of his clients’ assets his priority since he began his career in financial services in 1994. By focusing on the needs of retirees he has developed an understanding of the specific objectives, concerns and opportunities that this particular segment of the population faces.
Joe is the host of “Secured Retirement Radio” heard Sundays at 6:00PM on News Talk AM1130. Many listeners say it’s better than any college level course in retirement planning. Joe and his guests are here to help you transition into retirement securely. We’re serious about your retirement.
“As an advisor, I educate and help mature investors make safe and smart investment choices,” says Joe. “Each client’s situation is unique, but ultimately the goal is consistent for every one of them. Our proprietary three-step review helps clients’ better implement their income, tax and investment planning needs.”