Have you made any resolutions this year? Are they still going strong? Whether or not they are, there are a couple things you can do to feel refreshed in the new year. It’s a natural time for a little reset! Maybe last year didn’t quite pan out as you’d hoped in terms of
Greetings to you from the lull between Christmas and New Year’s, the purgatory of the holiday season where, if you’re lucky, you can enjoy a bit of time to recharge and reflect before ringing in the new year. Let me ask you, are you someone who sets resolutions? Resolutions are a time-honored concept,
Secured Retirement is pleased to welcome Jacob McCue to our portfolio management team. Jake is both a Chartered Financial Analyst (CFA®) as well as a Certified Financial Planner™ (CFP®). The combined financial force of these designations creates an excellent foundation for our advisory and investment processes, bolstering Secured Retirement’s investment capabilities and model
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!
