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6121 Excelsior Boulevard
Minneapolis, MN
+19524603260
http://securedretirements.com/ · Claim this financial advisor listing — free dofollow link + 5 keywords
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In Minneapolis, MN, Secured Retirement works as a financial advisor. It's located at 6121 Excelsior Boulevard. Other financial advisors nearby include Stairway Partners (1.7 mi) and Diversified Wealth Management LLC (1.8 mi). The area sees roughly 36 inches of rain a year. The Electric Fetus is a record store in Minneapolis, Minnesota. Summers in Minneapolis average near 80°F and winters settle around 10°F, so financial advisors here work around the seasons. You can reach it by phone at +19524603260. Its website is http://securedretirements.com/. At Secured Retirement, we combine the pillars of wealth management and direct them at the goal of your dream retirement. Our proprietary process, the TaxSmart™ Retirement Program, begins by understanding your vision for an ideal retirement. This straightforward approach, with its primary focus on tax and income planning, has delivered results for decades. Since 1995, Secured Retirement has offered practical retirement planning for families transitioning into this new life-stage. Our approachable nature and tactical planning allow our clients to face the future with confidence. We work towards the goal of making a notable difference with each family we serve. I am a CERTIFIED FINANCIAL PLANNER™ and founder of Secured Retirement – a retirement planning firm headquartered in Minneapolis. As a CFP® professional, our Twin Cities firm is held to a fiduciary standard, meaning we must put your interests above our own. Our mission is to create comprehensive TaxSmart™ Retirement plans so you can maintain your lifestyle through retirement without having to stress about your finances. Your Bluep
Joe Lucey is a CERTIFIED FINANCIAL PLANNER™ and a leading expert in helping people retire without sacrificing their lifestyle.