Winning the Lottery Isn’t a Retirement Strategy
If you had to guess what percentage of Americans have less than $1,000 saved for retirement, what would you say? Would you be surprised to
At Secured Retirement, we combine the pillars of wealth management and direct them at the goal of your dream retirement. Our proprietary process, the TaxSmart™ Retirement Program, begins by understanding your vision for an ideal retirement. This straightforward approach, with its primary focus on tax and income planning, has delivered results for decades.
Since 1995, Secured Retirement has offered practical retirement planning for families transitioning into this new life-stage. Our approachable nature and tactical planning allow our clients to face the future with confidence. We work towards the goal of making a notable difference with each family we serve.
I am a CERTIFIED FINANCIAL PLANNER™ and founder of Secured Retirement – a retirement planning firm headquartered in Minneapolis. As a CFP® professional, our Twin Cities firm is held to a fiduciary standard, meaning we must put your interests above our own.
Our mission is to create comprehensive TaxSmart™ Retirement plans so you can maintain your lifestyle through retirement without having to stress about your finances.
As Seen On
Learn the Latest Tips To Achieve Your Best Retirement.
Now Available as a Podcast
Your Blueprint to Maximize Mailbox Income By Joseph S. Lucey, CFP®, Foreword by Ed Slott, CPA®, America’s IRA Expert
Your Personal Investing Advice to Reduce Future Tax Exposure By Joseph S. Lucey, CFP
Your Secured Retirement Blueprint From Planning and Design to Execution
By Joseph S. Lucey, CFP®
If you had to guess what percentage of Americans have less than $1,000 saved for retirement, what would you say? Would you be surprised to
Today, I watched my son grab his football gear and head out the door for practice, just like he has hundreds of times before. But
Healthcare costs should already be an important part of your retirement strategy. However, recent policy changes and rising expenses have led to frequent price fluctuations.