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Whether you know it’s time to start thinking about retirement or you’re already retired, you know you need solid financial planning if you want to fully enjoy the years to come.
But focusing solely on investment planning or income planning leaves you vulnerable.
No matter what other financial firms might tell you—it’s risky.
Meanwhile, if you focus solely on growing your wealth through investments, what happens if there’s a tech crash or a financial market meltdown like in the 2000s? When your assets deflate, you risk losing it all or being forced to scrounge while you wait for the market to recover.
Even if you’re lucky enough to never experience a market crash during your retirement, your wealth can easily be drained away by taxes.
We combine expert investment AND income planning with tax planning, healthcare planning, and legacy/estate planning so you can relax knowing your retirement is secure no matter what life throws your way.
Beyond that, our financial planning is designed to help you retire WITHOUT sacrificing your lifestyle in the process.
Join us for our complimentary review meeting to discuss your goals and our approach. This ZERO pressure meeting is an opportunity for us to learn more about you and for you to learn about us.
The process begins with the team collaborating to uncover opportunities to
enhance your retirement options and provide you with a clear picture of your current and future situation.
Together we agree to implement the plan and discuss how we’ll accomplish it while considering projects, calendars, and priorities.
We set about implementing a retirement
plan based on your unique needs.
Phase I: Income and Investment Strategy
Phase II: Taxes and Charitable Planning
Phase III: Healthcare and Legacy
We take pride in protecting your nest egg and your confidence in us and meet
periodically throughout the lifetime of our relationship to connect and adjust your plan according to your evolving needs.
Our team-driven process at Secured Retirement Financial is designed to assist you in working toward your financial goals and dreams.
With you as a Client of Secured Retirement Financial, we’re committed to:
Social Security is one of the most fundamental pieces of a retiree’s income plan. Yet there are many moving parts, from deciding when to take it to considering taxation and spousal benefits, and you only get one shot to get it right. When should I file? What if I keep working? How will my benefits affect my spouse? What if I’m divorced? What if I die before I take my benefits?
The Retiree’s Social Security Guide uses specific examples and clear language to unpack the rules and regulations surrounding these key topics of Social Security and many more.
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.
