As your net worth grows, so can your potential challenges and choices.
With $3 million or more in assets, clients often demonstrate their interest in a collaborative approach to retirement planning. As your planning partner, we will recommend advanced strategies designed to address your financial, philanthropic, legacy and tax-efficiency goals – empowering your financial future by doing more with your money.
Reduce Tax Exposure
Our advanced tax planning minimizes your tax liability for income, capital gains, net investment income, and estate taxes.
Coordinate Asset Transfer
Prepare your legacy with a plan for sale or transfer of real estate, business interests, or highly-appreciated assets.
Integrate Financial Strategies
With all of the available options, ensure all aspects of your complex fiancial strategy are in harmony.
Collaborate With Retirement Experts
Receive advice from a team of retirement planning professionals: attorneys, accountants, fiduciary advisors, real estate experts, and more.
Simplify Decision-Making
Our qualified team works collaboratively to identify and streamline your financial decision-making. Get the perfect plan for your future!
Tailored Retirement Planning From A Tailored Retirement Team
Partnering with Secured Retirement gives you exclusive access to our Founder, Joe Lucey, CFP®, along with a team of retirement experts. Our integrated approach – combined advice from CPAs, attorneys, financial advisors, and other professionals –ensures the security of your financial future.
Our collaborative team tailors sound, effective, and comprehensive retirement solutions for our high-net worth clients.
Our Service Areas
As part of our high-net worth service offerings, we collaborate with qualifying individuals in the areas of:
Estate Tax Reduction
By leveraging exemptions, gifting strategies, and trust structures, you can minimize estate taxes and ensure a smoother transfer of assets.
Business Exit and Succession
Plan your legacy with a strategy for selling or transferring real estate, business interests, or appreciated assets.
Charitable and Philanthropy
Secured Retirement’s curated planning ensures your family is protected and your wealth is aligned with your values.
Secured Retirement always places your goals at the center of our processes to balance complexity and keep your dreams leading the conversation.