Joe Lucey, Cfp®

Joe Lucey, Cfp® Email and Phone Number

Social Security and Retirement Planning Specialist | Radio Show Host | Owner and President @ Secured Retirement
Minneapolis, MN, US
Joe Lucey, Cfp®'s Location
Minneapolis, Minnesota, United States, United States
Joe Lucey, Cfp®'s Contact Details

Joe Lucey, Cfp® personal email

Joe Lucey, Cfp® phone numbers

About Joe Lucey, Cfp®

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

Joe Lucey, Cfp®'s Current Company Details
Secured Retirement

Secured Retirement

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Social Security and Retirement Planning Specialist | Radio Show Host | Owner and President
Minneapolis, MN, US
Joe Lucey, Cfp® Work Experience Details
  • Secured Retirement
    Social Security And Retirement Planning Specialist | Radio Show Host | Owner And President
    Secured Retirement
    Minneapolis, Mn, Us
  • Secured Retirement
    Social Security & Retirement Planning Specialist | Radio Show Host | Owner & President
    Secured Retirement Oct 2006 - Present
    As President of Secured Retirement Advisors, LLC, Joseph Lucey has made the safe and secure protection of his clients’ assets his priority since he began his career in financial services in 1994. By focusing on the needs of retirees he has developed an understanding of the specific needs, concerns and opportunities that this particular segment of the population faces. Joe is the host of “Secured Retirement Radio” heard on Twin Cities News Talk AM 1130, Saturdays at 7AM. Joe and his guests are here to help you transition into retirement securely. We're serious about your retirement. “As an advisor, I educate and help mature investors make safe and smart investment choices,” says Joe. “Each client’s situation is unique, but ultimately the goal is consistent for every one of them. Our proprietary three-step review helps clients’ better implement their income, tax and investment planning needs.”Joe is a Certified Financial Planner Practitioner™ (CFP®), Registered Investment Advisor (RIA), and Registered Financial Consultant (RFC), and is a member of the Ed Slott Master Elite IRA Advisor Group™, the National Ethics Bureau and the Million Dollar Round Table (MDRT).
  • Secured Retirement Advisors
    Investment Advisor & Ira Expert | Wealth Accumulation, Risk Management & Financial Planner
    Secured Retirement Advisors Oct 2006 - Present
    Greater Minneapolis-St. Paul Area
  • Secured Retirement Advisors
    Income, Tax & Estate Planner | Retirement Advisor | Life, Long Term & Health Insurance Expert
    Secured Retirement Advisors Oct 2006 - Present
    Greater Minneapolis-St. Paul Area
  • Prudential Securities
    Financial Advisor
    Prudential Securities Nov 1999 - Jul 2004
  • R.J. Steichen & Company
    Financial Advisor
    R.J. Steichen & Company Dec 1994 - Nov 1999
    Greater Minneapolis-St. Paul Area

Joe Lucey, Cfp® Skills

Social Security Financial Planning Retirement Planning Investment Advisory Estate Planning Wealth Accumulation Ira's Retirement Wealth Management Annuities Insurance Investments Iras Fixed Annuities Strategic Financial Planning

Joe Lucey, Cfp® Education Details

Frequently Asked Questions about Joe Lucey, Cfp®

What company does Joe Lucey, Cfp® work for?

Joe Lucey, Cfp® works for Secured Retirement

What is Joe Lucey, Cfp®'s role at the current company?

Joe Lucey, Cfp®'s current role is Social Security and Retirement Planning Specialist | Radio Show Host | Owner and President.

What is Joe Lucey, Cfp®'s email address?

Joe Lucey, Cfp®'s email address is se****@****ast.net

What is Joe Lucey, Cfp®'s direct phone number?

Joe Lucey, Cfp®'s direct phone number is +195246*****

What schools did Joe Lucey, Cfp® attend?

Joe Lucey, Cfp® attended University Of Phoenix.

What are some of Joe Lucey, Cfp®'s interests?

Joe Lucey, Cfp® has interest in Christianity, Exercise, Electronics, Traveling, Outdoors, Shooting, Reading, Sports, Automobiles, Family Values.

What skills is Joe Lucey, Cfp® known for?

Joe Lucey, Cfp® has skills like Social Security, Financial Planning, Retirement Planning, Investment Advisory, Estate Planning, Wealth Accumulation, Ira's, Retirement, Wealth Management, Annuities, Insurance, Investments.

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