There’s something about summer that stirs up that little travel bug within our Minnesotan hearts. Whatever your preference – cabin weekend, road trip, or flight to the coast – ‘tis the season to pack up and go! Of course, summertime travel around here means one thing: construction. Even a route you’ve traveled a
Graduation season is here, and it’s likely you’ve been to (or even hosted) a grad party or two. Whatever your relation to the graduate – parent, grandparent, or close family friend – it’s always a heartwarming moment to watch a young adult finish college. Naturally, it offers us the opportunity to reflect on
Summer is here. The world is green and the birds are singing! I’m looking forward to getting outside, gathering ‘round the grill, and reconnecting with friends again, as I’m sure many of you are, too. As we all step into the summer social scene, it’s quite possible that the conversation will turn to
Joe Lucey is a CERTIFIED FINANCIAL PLANNER™ and a leading expert in retirement planning.
He is the creator of the TaxSmart™ Retirement Program, a program that combines expert income, investment, tax, healthcare, and estate planning so you can retire without sacrificing your lifestyle.
He believes the best retirement plan takes you, your family AND your financial situation into account. The founder of Secured Retirements Financial, a firm specializing in retirement planning, him and his team have helped thousands of people live their dream retirement.
Danielle is dedicated to serving clients to achieve their retirement goals. As a Paraplanner, Danielle helps the advisors with the administrative side of preparing and documenting meetings. She is a graduate of the College of St. Benedict, with a degree in Business Administration and began working with Secured Retirement in May of 2023.
Danielle is a lifelong Minnesotan and currently resides in Farmington with her boyfriend and their senior rescue pittie/American Bulldog mix, Tukka. In her free time, Danielle enjoys attending concerts and traveling. She is also an avid fan of the Minnesota Wild and loves to be at as many games as possible during the season!
