This is our story, we look forward to hearing yours. At Secured Retirement Financial, our sole focus is YOU.
Secured Retirement Financial's mission is to help retirees preserve and protect their wealth through comprehensive financial planning. Our primary focus is helping those in or nearing retirement plan for their financial future.
We offer guidance in developing strategies related to optimizing Social Security benefits, as well as tax planning, estate planning and income planning using insurance and investment products.
Joe Lucey, CFP®, RFC, is the president of Minneapolis-based Secured Retirement Financial (a Registered Investment Advisor). With a 20-year career devoted to retirees and those transitioning into retirement, he brings a wealth of insight and strategy to the specific objectives, concerns, risks and opportunities that this segment of the population faces. Committed to upholding the highest standards in the industry, Joe is a member of the Ed Slott Master Elite IRA Advisor Group and the National Ethics Bureau. He is also a nationally recognized Dow Jones Wall Street Journal "RetireMentor" and a frequent contributing author to Dow Jones MarketWatch online. As the host of "Secured Retirement Radio," he can be heard on Twin Cities News Talk AM1130 at 7 a.m. every Saturday.
Derek Fautsch, Certified Financial Planner®, has worked in the financial services industry since 2005 and is a licensed producer in Minnesota for life, accident and health insurance. He has a Bachelor of Science degree in finance from the University of St. Thomas, St. Paul, with a focus in financial management.
Derek’s background as a financial analyst has provided him with unique experience and knowledge to help clients prepare and manage their finances before and in retirement. Now, as a CFP, he helps guide clients through a customized and in-depth retirement planning process.
A lifelong Minnesota resident, Derek currently lives in Chanhassen along with his black lab, Tank. He enjoys hunting and fishing and can often be found in his kitchen preparing the catch of the day.
Dylan is an associate advisor at Secured Retirement Financial who serves pre-retirees and retirees in the Twin Cities. He graduated from Minnesota State University in Mankato with a Bachelor of Science in financial planning and insurance with a minor in business administration. Dylan holds his Series 6 and 63 licenses as well as life and health insurance license in Minnesota.
Currently living in Mayer, Dylan enjoys playing baseball and softball, fishing and catching a Twins baseball game or NHL Minnesota Wild or MSU Mavericks hockey game.
Aurora Swanson is the Director of First Impressions at Secured Retirement Financial. In her role, she ensures an excellent experience for clients and assists with everyday tasks.
Aurora has a Bachelor of Science degree in Business Administration with an Emphasis in Marketing from the University of Wisconsin-River Falls. In her free time, she enjoys going to concerts, attending sports events, and spending time with her family, boyfriend and Golden-doodle, Karen.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@SecuredRetirements.com or call us at 952-460-3260 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
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