Secured Retirement

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6121 Excelsior Blvd
Minneapolis, MN 55416
+1 (952) 460-3260
https://www.securedretirements.com

Secured Retirement, located in St. Louis Park, MN, specializes in designing Tax Smart Retirement Plans tailored to individual goals and financial situations. Founded by CERTIFIED FINANCIAL PLANNER Joe Lucey, the firm emphasizes a fiduciary standard, ensuring clients' interests are prioritized in their retirement planning.

The firm offers a comprehensive approach that includes income, investment, tax, healthcare, and estate planning, aiming to help clients maintain their desired lifestyle throughout retirement. By proactively addressing potential challenges and risks, Secured Retirement strives to provide peace of mind and financial security for its clients.

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