Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!
Call Us Call Us

About Our Firm

This is our story, we look forward to hearing yours. At Secured Retirement Financial, our sole focus is YOU.

Meet the Secured Retirement Financial Team

Planning for retirement isn’t about one thing, or achieving some “magical” number.

It’s about many things working together.

It’s about minimizing your taxes, so you keep more of your hard-earned money in your pocket.

It’s about turning your savings and investments into an income workhorse, while minimizing your risk.

It’s about wringing every nickel out of your social security benefits.
It’s about protecting you from the skyrocketing cost of healthcare, and long term care.

And it’s about creating a strategy for inflation, protecting your estate, and so much more.

Our team approach helps you tackle all these issues. And when everything works together, it can have a profound impact on making your money go a lot further in retirement.

No two financial plans are alike. And your plan will be totally unique to you, and your specific needs. Because even a minor difference in age, assets, risk tolerance, or longevity could trigger a major shift in strategy.

We believe this comprehensive approach to financial planning will ultimately help you make the most out of every dollar you’ve saved for retirement.

Meet Joe Lucey, CFP®, RFC

Best-selling author Malcolm Gladwell said it takes 10,000 hours of ‘deliberate practice,’ to become ‘world-class’ in any field. Joe Lucey has over 50,000 hours of experience in financial planning. Suffice it to say, he’s seen just about everything. And he’s got the grey hair to prove it.

Joe holds some the most prestigious credentials, including...

  • Certified Finanical Planner
  • Registered Financial Consultant
  • Registered Investment Advisor
  • Fiduciary
  • National Ethics Bureau
  • Ed Slott Master Elite IRA Advisor

Joe’s also a published author (The Retirees Social Security Guide: Your Blueprint to Maximize Mailbox Income); radio talk show host (The Secured Retirement Hour) on News/Talk AM 1130; and been featured in the Wall Street Journal and MarketWatch.

Joe served in the Marine Corps. He’s a husband, a father and a neighbor to all of us in the Twin Cities.

You can contact Joe directly at 952-460-3260, or at info@SecuredRetirements.com.
 

Derek Fautsch

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 Malberg

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.
 


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.

 

Contact Us

Phone: (952) 460­-3260
Fax: (952) 460­-3261
info@securedretirements.com

Our Location

5775 Wayzata Blvd, Ste 830
St. Louis Park, MN 55416
Get Directions

Connect With Us

Facebook
Twitter
Linkedin
Blog