Secured Retirement
Secured Retirement, founded in 1995 and headquartered in Minneapolis, Minnesota, specializes in creating comprehensive TaxSmart Retirement plans tailored to help clients maintain their lifestyle through retirement. With a focus on income, investment, tax, health care, and estate planning, the firm is dedicated to providing practical retirement solutions while upholding a fiduciary standard to prioritize clients' best interests.
The team at Secured Retirement, led by CERTIFIED FINANCIAL PLANNER Joe Lucey, combines years of experience with a client-centric approach to deliver effective strategies that have yielded results for decades. They offer a variety of resources, including financial reviews, informative blogs, and educational books on retirement planning, all aimed at empowering families as they transition into their retirement years.
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