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The Hidden Financial Benefits of Giving Back
Giving back not only benefits your community—it can also benefit your budget when planning for retirement. Charitable contributions can have significant tax benefits for pre-retirees
Plan The Retirement
Of Your Dreams
We help people design a TaxSmart™ Retirement Plan so they can have the opportunity to live the retirement of their dreams without sacrificing their lifestyle.
“A good retirement plan not only starts off with where you’re at
today but can grow with you over time.”
JOE LUCEY, CFP®
Download The Top 10 Mistakes That Increase Your Taxes
In this free report, you’ll learn…
- Why being passive and having no plan of action for your taxes can kill your retirement
- The amount of money you can save with tax planning (HINT: it’s often at least 5 figures)
- What the top 10 most common tax mistakes people make are and how you can avoid making them
When Life Throws You A Curveball, Have A Gameplan
At Secured Retirement, we combine the pillars of wealth management and direct them at the goal of your dream retirement. Our proprietary process, the TaxSmart™ Retirement Program, begins by understanding your vision for an ideal retirement. This straightforward approach, with its primary focus on tax and income planning, has delivered results for decades.
TaxSmart™ Retirement Program
01
Income Planning
02
Investment Planning
03
Tax Planning
04
Health Care Planning
05
Estate Planning
Could Your Retirement Tax Bill Be Too Big?
About
Our Team
Since 1995, Secured Retirement has offered practical retirement planning for families transitioning into this new life-stage. Our approachable nature and tactical planning allow our clients to face the future with confidence. We work towards the goal of making a notable difference with each family we serve.
Home Grown Dedication, Real Results
I am a CERTIFIED FINANCIAL PLANNER™ and founder of Secured Retirement – a retirement planning firm headquartered in Minneapolis. As a CFP® professional, our Twin Cities firm is held to a fiduciary standard, meaning we must put your interests above our own.
Our mission is to create comprehensive TaxSmart™ Retirement plans so you can maintain your lifestyle through retirement without having to stress about your finances.
As Seen On
Discover The Best Retirement Planning
Strategies to Achieve Your Ideal Retirement.
Tune In to Secured Retirement Radio
Learn the Latest Tips To Achieve Your Best Retirement.
Now Available as a Podcast
Books On Retirement
Retiree’s Social Security Guide
Your Blueprint to Maximize Mailbox Income By Joseph S. Lucey, CFP®, Foreword by Ed Slott, CPA®, America’s IRA Expert
New Tax Secrets
Your Personal Investing Advice to Reduce Future Tax Exposure By Joseph S. Lucey, CFP
Building Retirement Now
Your Secured Retirement Blueprint From Planning and Design to Execution
By Joseph S. Lucey, CFP®
Read Our Blog
Focusing on What Matters Most
Can you believe it’s already November? Every year I find myself asking that question, yet it never ceases to surprise me when I realize the
Advisor Spotlight: Dylan Malberg
Meet Dylan Malberg: A fiduciary advisor who will be celebrating his 10 year anniversary at Secured Retirement in January. Dylan’s informative consultation process focusing on
Flourish In Retirement
