Joe Lucey | Minneapolis, MN

Joe Lucey, Pres­i­dent of Secured Retire­ment Advi­sors, LLC, has made the safe and secure pro­tec­tion of his clients’ assets his pri­or­ity since he began his career in finan­cial ser­vices in 1994. By focus­ing on the needs of retirees and pre-retirees he has devel­oped an under­stand­ing of the spe­cific needs, con­cerns and oppor­tu­ni­ties that this par­tic­u­lar seg­ment of the pop­u­la­tion faces.

He spe­cial­izes in min­i­miz­ing mar­ket risk and max­i­miz­ing asset growth for his clients. “As an advi­sor, I edu­cate and help mature investors make safe and smart invest­ment choices,” says Joe. “The clients we serve appre­ci­ate our ‘pro­tect first and grow sec­ond’ man­age­ment approach and com­pre­hen­sive retire­ment plan­ning process. Our pro­pri­etary three-step review helps secure your income, tax and invest­ment plan­ning needs”.

Joe is a Reg­is­tered Invest­ment Advi­sor (RIA), a Reg­is­tered Finan­cial Con­sul­tant (RFC), and is a mem­ber of the Ed Slott Mas­ter Elite IRA Advi­sor Group™¹ and the Mil­lion Dol­lar Round Table (MDRT). MDRT is a pre­mier asso­ci­a­tion of finan­cial pro­fes­sion­als that pro­vides resources to improve tech­ni­cal knowl­edge and skills to ben­e­fit the client. Joe, a Marine Corps Vet­eran and lives with his wife Patty and son Gavin in met­ro­pol­i­tan Minneapolis.

Secu­ri­ties and advi­sory ser­vices offered through Secured Retire­ment Advi­sors, LLC. Secured Retire­ment Advi­sors is a reg­is­tered invest­ment advi­sor with the state of Min­nesota. Secured Retire­ment Advi­sors only trans­acts busi­ness in states where it is prop­erly reg­is­tered, or is excluded or exempted from reg­is­tra­tion requirements.