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Archives for February 9, 2016

The State of Estates

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Retirees navigate income, Social Security, taxes, healthcare and more in their golden years. Concurrent with these is sound estate strategies. On the February 6th show, Joe Lucey and Derek Fautsch talked about estate planning in the context of a comprehensive retirement.  Estate and legacy planning determines what, and how, we leave things behind for family and loved ones.  Every financial plan should incorporate estate planning. We encourage a sound strategy with retirement income that lasts and preserves “the state” of your estate.

At Secured Retirement Financial we offer a 3 -Step Review for retirement and estate planning and also a segment on estates by local attorney Dave Ness within our Retirement Elevated class curriculum.

For a custom retirement and estate analysis on your schedule, or to attend a Retirement Elevated class call us at 952-460-3260. 

Click Here to listen to Joe Lucey’s Podcast of this week’s radio series.

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Danielle Christensen

Paraplanner

Danielle is dedicated to serving clients to achieve their retirement goals. As a Paraplanner, Danielle helps the advisors with the administrative side of preparing and documenting meetings. She is a graduate of the College of St. Benedict, with a degree in Business Administration and began working with Secured Retirement in May of 2023.

Danielle is a lifelong Minnesotan and currently resides in Farmington with her boyfriend and their senior rescue pittie/American Bulldog mix, Tukka.  In her free time, Danielle enjoys attending concerts and traveling. She is also an avid fan of the Minnesota Wild and loves to be at as many games as possible during the season!