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
A Bear Hug (and Kiss) The definition of a bear market is one in which the value of the stock market, or more precisely a
Catching Lightning in a Bottle The idiom catch lightning in a bottle means to accomplish a nearly impossible task, to trap something elusive or fleeting. The origins
Saving America For those of you fortunate enough to attend our event featuring former Comptroller General of the United States David Walker, you learned about
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.
Angie leads the charge with our events, community outreach and hospitality. Previous to Secured Retirement, Angie has extensive experience with working with national brands as both a Marketing and Creative Director.
Angie has years of experience in formulating marketing plans to build on brand growth and is excited to bring Joe Lucey and the Secured Retirement brand to be known throughout Minnesota. She takes great pride in delighting our guests in the best possible way on their way and through retirement.
Her passions include exploring Minnesota and a love for the midwest.
Watch Now
