We’ve Moved! 6121 Excelsior Blvd. St. Louis Park, MN 55416

What’s On Your Retirement Wishlist?

My son’s a big golfer. He loves the game, and as soon as the snow’s out of the way, he’s ready to get back on those greens. 

This year, it seems promising that the Minnesota courses will open (and stay open) soon, but spring break usually allows us to escape a little winter and dust off the clubs. So last week, the Luceys were lucky enough to be teeing it off on Hilton Head Island, SC.

Despite a little rain, we managed to pack in four rounds in seven days. It’s no secret, and anyone who’s golfed with me knows this already, I’m a mediocre golfer at best. But it’s a great way to spend some time outside with my son. 

When I think of my own retirement – still far off on the horizon, no cause for alarm – I imagine that’s something I’ll look to do more of. Be outside, golfing, with my son.

I hear very similar things from my clients every day. Many dream of a retirement full of leisure time to travel, to spend with grandkids, to be outside on the fairways.

Retirement offers us the opportunity to enjoy a new, more purposeful lifestyle. At Secured Retirement, it is an honor for us to help you realize your retirement dreams.

We really encourage our clients to dream out loud, to set goals, and to share them with us. Let’s talk about them so that we can start making things happen! It’s the first step in our process. As we work with you, we want to develop a shared vision that we’re all working towards.

Retirement planning is not only about the numbers on your balance sheet; it’s about creating a fulfilling and meaningful future for yourself and your family. With an understanding of your ideal retirement, we work diligently to set strategies in motion to achieve just that. 

So, what are you dreaming of? What’s on your retirement wishlist? Together, let’s make it happen!

Cup of Joe

CUP OF JOE

From Joe Lucey, Founder of Secured Retirement

There’s something about sitting down with a steaming cup of coffee that always kicks my day into high gear. And it’s not just because of the caffeine it sends coursing through my veins.

Throughout my career, some of my biggest revelations have come to me in conversation with my mentor over a cup of joe. Good conversation and personal connection can pick you up in a special way. It’s that feeling that I’m hoping to bring to you with my new series, your Cup of Joe.

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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!