Secured Retirements
Finance · Minnesota, United States · 11-50 Employees
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Overview
Headquarters
6121 Excelsior Blvd, Minneapolis, Minnes...Phone Number
(952) 460-3260Website
www.securedretirements.comRevenue
<$5 MillionIndustry
About Secured Retirements
Secured Retirement is a retirement planning firm based in Minneapolis, founded by CERTIFIED FINANCIAL PLANNER Joe Lucey. The company specializes in comprehensive retirement planning services, including strategic tax planning, income and investment planning, and healthcare benefits optimization. Their primary focus is to help clients maintain their lifestyle during retirement without financial stress, particularly targeting high net-worth individuals and families transitioning into retirement. With a commitment to fiduciary standards, Secured Retirement aims to deliver tailored financial strategies that align with each client's vision for their ideal retirement.Explore more
Secured Retirements Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Secured Retirements
<$5M
11-50
Private
<$5M
2007
JL
Joseph LuceySocial Security Retirement Radio Show Planning Specialist & Host & Owner & President
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Secured Retirement is a retirement planning firm based in Minneapolis, founded by CERTIFIED FINANCIAL PLANNER Joe Lucey. The company specializes in comprehensive retirement planning services, including strategic tax planning, income and investment planning, and healthcare benefits optimization. Their primary focus is to help clients maintain their... Read More
