Secured Retirement

On Starting A Business Providing Tax And Retirement Advice

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Joseph Lucey

Founder, Secured Retirement

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Secured Retirement

securedretirements.com

from St. Louis Park, MN, USA

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Hello! Who are you and what business did you start?

Absolutely! I’m a Certified Financial Planner and tax expert with almost 30 years of experience advising clients on their current and future finances. For the past 10 years, I’ve also been the host of my own radio show, Secured Retirement Radio, based in Minneapolis.

While working as a CFP, I discovered a distinct and alarming lack of financial planning information and resources available to everyday individuals, especially when consulting with so-called “financial experts.” This sparked the initial idea and foundation for my business, Secured Retirements. After advising hundreds of clients over three decades, I realized there were some crucial tax tips and tricks the public needed to know that only the wealthiest in our country were privy to, thanks to their teams of expensive, retained private advisors.

My mission soon became to teach people the importance of investing early with an emphasis on reducing future tax exposure, to ensure they can live comfortably and maintain a secure retirement, regardless of their income level.

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