Joe Lucey, Cfp® Email & Phone Number

Since 1994, Joseph Lucey has made the safe and secure protection of his clients’ assets his main priority. As President of Secured Retirement Advisors, LLC, Joe has developed a keen understanding of his clients’ objectives for their financial security and future. The past two decades of experience in the financial industry have allowed him to gain the appropriate knowledge and skill set necessary to cultivate successful and prosperous relationships with his clients.Joe is the host of “Secured Retirement Radio" heard on Saturdays at 7am on Twin Cities News Talk 1130 AM. Joe and his guests are here to help you transition into retirement securely. We're serious about your retirement.Secured Retirement Advisors helps retirees preserve and protect their wealth through comprehensive financial planning by utilizing a time-tested planning approach that helps you stop your money from falling through the cracks, and it assures that any major financial decision you make is right for you. Their mission is to design and implement comprehensive financial solutions that, foremost, promote “safety first, growth second” and achieve the highest, “most tax favored” income stream that “cannot be outlived.”Most financial advisors focus only on helping you accumulate assets. The team at Secured Retirement Advisors, LLC will not only help you look forward into your financial future, but they will also perform a complete review of your personal situation, risk tolerance, income needs, tax situation, long-term care needs and estate and charitable desires - creating an all-encompassing, unique package that will fit your exact needs.Specialties: * IRA Expert* Social Security Election Planning* Retirement Planning Specialist* Investment Advisor* Client Financial Advocate* Advisory Team* Risk Management* Wealth Accumulation* Income Planning* Tax Planning* Estate Planning* Life, Long Term & Health Insurance Needs* Insight on General Family Finances

Listed skills include Social Security, Financial Planning, Retirement Planning, Investment Advisory, and 11 others.

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