Chances are, you’re in one of two camps when it comes to planning for retirement. If you’re being proactive, you’re addressing the coming
Chances are, you’re in one of two camps when it comes to planning for retirement. If you’re being proactive, you’re addressing the coming
Chances are, you’re in one of two camps when it comes to planning for retirement. If you’re being proactive, you’re addressing the coming
The Rate Hikes Will Continue… Legend is that Lieutenant William Bligh was a strict disciplinarian aboard the Royal Naval vessel HMS Bounty. Despite there being
March Madness The term “March Madness” was originally used in 1939 to commemorate a high school basketball tournament in Illinois. It was not brought to
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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.
Ryan is dedicated to serving clients to achieve their retirement goals. Ryan’s holistic approach centers on wealth management strategies with a focus on income planning throughout retirement. As a Financial Advisor, Ryan is an Investment Adviser Representative (IAR), life and health insurance licensed and a Certified Tax Preparer. Ryan is a graduate of the University of Minnesota, with an Accounting and Finance major.
Ryan is a lifelong Minnesotan originally from Woodbury and currently residing in Bloomington with his wife, Riamae, and their rescue Terrier Beagle mix, Douglas. He and his family are avid travelers in their free time. Ryan enjoys playing golf and poker, and describes himself as a major foodie enjoying new restaurants around the cities whenever possible. He is a sports fan especially when the Vikings and Timberwolves are playing.
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