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The State of Estates

Retirees navigate income, Social Security, taxes, healthcare and more in their golden years. Concurrent with these is sound estate strategies. On the February 6th show, Joe Lucey and Derek Fautsch talked about estate planning in the context of a comprehensive retirement.  Estate and legacy planning determines what, and how, we leave things behind for family and loved ones.  Every financial plan should incorporate estate planning. We encourage a sound strategy with retirement income that lasts and preserves “the state” of your estate.

At Secured Retirement Financial we offer a 3 -Step Review for retirement and estate planning and also a segment on estates by local attorney Dave Ness within our Retirement Elevated class curriculum.

For a custom retirement and estate analysis on your schedule, or to attend a Retirement Elevated class call us at 952-460-3260. 

Click Here to listen to Joe Lucey’s Podcast of this week’s radio series.

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Ryan Keapproth

Ryan Keapproth

Retirement Planner

Ryan is dedicated to serving clients to achieve their retirement goals. Ryan’s holistic approach centers on wealth management strategies with a focus on income planning throughout retirement. As a Financial Advisor, Ryan is an Investment Adviser Representative (IAR), life and health insurance licensed and a Certified Tax Preparer. Ryan is a graduate of the University of Minnesota, with an Accounting and Finance major.

Ryan is a lifelong Minnesotan originally from Woodbury and currently residing in Bloomington with his wife, Riamae, and their rescue Terrier Beagle mix, Douglas. He and his family are avid travelers in their free time. Ryan enjoys playing golf and poker, and describes himself as a major foodie enjoying new restaurants around the cities whenever possible. He is a sports fan especially when the Vikings and Timberwolves are playing.