Joe Lucey
Investment Advisor & IRA Expert | Wealth Accumulation, Risk Management & Financial Planner at Secured Retirement Advisors - St. Louis Park, MN, US
Joe Lucey's Colleagues at Secured Retirement Advisors
Joe Lucey's Contact Details
952-460-3260
Greater Minneapolis-St. Paul Area
Secured Retirement Advisors
Joe Lucey's Company Details
Secured Retirement Advisors helps retirees preserve and protect their wealth through comprehensive financial planning. Secured Retirement Advisors' time tested planning approach helps you stop your money from falling through the cracks, and it assures that any major financial decision you make is right for you. The most wonderful benefit of our 3 Step Review process is that it applies to any financial decision or concern that you have. The discovery of your true wants, needs, and desires is the first step for us at Secured Retirement Advisors as we develop your secure retirement planning. It is not the choice of investment products that historically many people have made as their first concern. The recommendation of any investment product is much later in the process and can only be answered once all 5 Critical Questions on how the financial tool will impact your overall planning and objectives are answered. Our simple, easy to understand, complimentary 3 Step Review helps us learn the questions to ask before making any financial decision and identify ways to assure your decisions are in your best interest.