It’s 2008, and my new clients, Mike and Rebecca, are scared to death. They sold their family business a few years earlier and assumed they would have a million dollars to retire.

They don’t. Their trusted advisor at a large Wall Street firm has decimated their nest egg.

They’re lost, but I know the way. I start making a plan for them. I’m grateful for the hard lessons I’ve learned about money management, beginning in 1994….

After six years in the United States Marine Corps, I get a job bartending. Every day at 3:05 p.m., a group of stockbrokers comes in for happy hour. I find them fascinating. I love the 1987 film Wall Street, and as a kid, one of my favorite shows was Luis Rukeyser’s Wall Street Week.

We’re a financial firm dedicated to helping people in or near retirement to retire without sacrificing their lifestyle.

We know you’ve spent the last 35+ years of your life working hard.

Now it’s time for you to get ready and start enjoying retirement.

But to do that, you need to have a rock-solid plan that will have you covered no matter what comes up while also taking into account your unique situation and goals.

That’s why we created our TaxSmart™ Retirement Program.

Joe Lucey

CFP®, CEO

Secured Retirement LLC
Email: info@securedretirements.com

Direct: 1-952-460-3260