Secured Retirement is a retirement planning firm based in Hopkins, MN, with additional offices in St. Louis Park and Woodbury. Led by Joe Lucey, a CERTIFIED FINANCIAL PLANNER, the firm specializes in creating TaxSmart Retirement Plans tailored to each individual's goals, dreams, and financial situation. They offer comprehensive services in income planning, investment planning, tax planning, health care planning, and estate planning, with a focus on helping clients maintain their lifestyle throughout retirement without financial stress. With a fiduciary standard, Secured Retirement prioritizes the clients' interests above their own, providing proactive retirement planning strategies and valuable insights through their radio shows and retirement planning books.
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