We’ve Moved! 6121 Excelsior Blvd. St. Louis Park, MN 55416

The 5 Biggest Financial Risks …

Joe Lucey Book Image

That Could Threaten Your Retirement Tomorrow.

Similar Episodes

| January 9, 2021
Seven Ways You Could Exponentially Grow Your Retirement Savings in 2021

Just because 2020 is in the rearview mirror doesn’t mean you can breathe a sigh of relief. The events from last year will have a lasting impact on the way we invest and plan for…

Listen Now
| January 16, 2021
Higher Taxes Are Coming! Here’s How You Could Defend Your Retirement Savings.

Massive tax increases could be just around the corner. And if you’re in or nearing retirement … This could take a huge chunk of your IRA, 401K and other tax-deferred retirement accounts. Discover the little-known…

Listen Now
| January 23, 2021
The Five Top Ways to Generate Income in Retirement Today!

When you retire you’ll likely end up in one of two camps. Either you don’t have a plan to generate income in retirement ... And you’ll be living in constant fear of running out of…

Listen Now
Joe Lucey Book Podcast Image

Download The Top 10 Mistakes That Increase Your Taxes

In this free report, you’ll learn…

  • Why being passive and having no plan of action for your taxes can kill your retirement
  • The amount of money you can save with tax planning (HINT: it’s often at least 5 figures)
  • What the top 10 most common tax mistakes people make are and how you can avoid making them

  • This field is for validation purposes and should be left unchanged.

Want a Retirement Free From Financial Stress?
Book Your Free TaxSmart™ Financial Review Today.

We’ll review your finances and tell you what you can do immediately to get on the right track for retirement.

Book now
Joe Lucey Footer Book Image

Download the Top 10 Mistakes That Increase Your Taxes

In this free report, you’ll learn…

  • Why being passive and having no plan of action for your taxes can kill your retirement.
  • The amount of money you can save with tax planning. (HINT: It’s often at least 5 figures.)
  • What the top 10 most common tax mistakes people make are and how you can avoid making them.

  • This field is for validation purposes and should be left unchanged.
Joe Lucey Footer Logo
Facebook-f Twitter Linkedin-in Youtube Instagram
Influex Logo Light

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!