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

Custom-Fit,

Strategic
Tax Planning

Get Your Custom Tax Strategy

Reap the fruits of your labor & enjoy your retirement to the fullest

Retirement offers unique opportunities to control tax liability, allowing you to legally minimize taxes and keep more of your earnings. With strategic planning, like timing withdrawals or utilizing tax-efficient accounts, small adjustments can lead to significant savings over time.

At Secured Retirement, we believe in the power of tax planning to maximize your retirement potential. By taking advantage of available tax-saving strategies, you can reduce your tax burden and enjoy your retirement without paying more than necessary.

Minimize Tax Liability

Create Proactive, Optimized Strategies

Maximize Your Savings

More Services

Income Planning

Investment Solutions

Medicare & Long-term Care

Estate Organization

Could Your Retirement Tax Bill Be Too Big?

If you’ve saved for retirement in an IRA, 401(k) or other tax-deferred vehicle, you have a tax bill due in retirement. Do you know the size of your potential tax bill? Use our Tax Calculator to find out today.

Find Out In 30 Seconds

Flourish
In Retirement

Our Process

At Secured Retirement, we believe one of the most effective ways to plan for retirement is to implement tax planning. It’s a central part of our TaxSmart Retirement Program™. Our goal is to equip our clients with a rock-solid, tactical plan that will serve them for years to come.

Our Process

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.

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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.

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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!