Secured Retirement Advisors is a retirement planning firm based in St. Louis Park, MN, with a neighborhood office in Woodbury. Led by Joe Lucey, a CERTIFIED FINANCIAL PLANNER, the firm specializes in creating comprehensive TaxSmart Retirement plans tailored to each individual's goals, dreams, and financial situation. They believe in taking a personalized approach to retirement planning, considering factors such as income planning, investment planning, tax planning, health care planning, and estate planning to help clients maintain their lifestyle without financial stress.
With a focus on proactive retirement planning, Secured Retirement Advisors helps clients address the challenges that may arise in retirement before they happen. They offer a range of services and resources, including free reports on common tax mistakes and retirement planning strategies, as well as a library of retirement planning books authored by Joe Lucey. The firm is committed to putting clients' interests first and creating innovative retirement plans that prioritize both growth and security.
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