Well, another Valentine’s Day has come and gone. By now, the flowers are starting to wilt, the chocolates have mysteriously disappeared, and that expensive dinner is little more than a mark on your credit card statement. I don’t mean to sound cynical! But it does make me wonder, what if there was a
Financial headlines over the past couple years have painted a troubling retirement picture at times: Medicare’s trust fund is running out, Social Security has tapped into reserves, and the country’s experienced pension shortfalls. Unfortunately, these concern aren’t simply abstract – and while they are tomorrow’s problem, they may directly affect the stability of
There are some fresh faces around Secured Retirement; we’re excited to introduce them to you! It takes a dedicated group of professionals to keep our operation running smoothly – some behind the scenes and others front and center. You’ll likely meet with one of these folks in person, hear their voice on the
Joe Lucey is a CERTIFIED FINANCIAL PLANNER™ and a leading expert in retirement planning.
He is the creator of the TaxSmart™ Retirement Program, a program that combines expert income, investment, tax, healthcare, and estate planning so you can retire without sacrificing your lifestyle.
He believes the best retirement plan takes you, your family AND your financial situation into account. The founder of Secured Retirements Financial, a firm specializing in retirement planning, him and his team have helped thousands of people live their dream retirement.
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!
