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Interview Joe Lucey

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Actionable Strategies To Plan Their

Dream Retirement

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My Published Articles

Market Forecast

Playing The Waiting Game

When it comes to decisions about the market, many people are currently playing the waiting game. Waiting for a recession to start, waiting for the Fed to start lowering interest rates, waiting for the election to be over. As with anything in life, those whose attention is consumed by waiting on future events

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Cup of Joe

Freedom Isn’t Free

The freedoms we enjoy in this great country are deeply important to me and to all of us at Secured Retirement. As a proud veteran of the US Marine Corps, I carry with me the honor and responsibility of those formative years. I am grateful to be among the generations who have served

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Retirement Planning

Travel in Retirement: Tips to Finance Your Adventures

The opportunity to travel is something many people look forward to in retirement. All that time and freedom to explore the places you’ve always dreamed of visiting! We want to help you live your adventure. Here’s a few financial considerations to keep in mind before you plan your itinerary and pack your walking

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Professional Bio

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.

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Danielle Christensen

Paraplanner

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!