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Presented By: Joe Lucey, CFP®, RFC

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Are you nearing or already in retirement? As a result of taxes, the money you were counting on to support you in retirement may end up being a fraction of what you thought it was going to be. Attend this course and learn actionable strategies that could help you save tens of thousands of dollars in taxes.

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Contact Us: Call (952) 777-8912 OR Email info@securedretirements.com

This website is a publication of Secured Retirement Financial. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the strategies presented. Secured Retirement Financial is not engaged in the practice of law or accounting. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience. We are not responsible for information, services or products found on websites linked hereto. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and market conditions, may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk. There is no guarantee that a specific investment will be suitable or profitable for a client's portfolio. Similarly, there is no guarantee that a portfolio will match or outperform any specific benchmark. *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier. The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future. Secured Retirement Advisors, LLC is registered as an investment adviser. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators and does not mean that the adviser has achieved a particular level of skill or ability. Secured Retirement Financial and Secured Retirement Advisors, LLC are affiliated companies. 


Advisory services offered through Secured Retirement Advisors, LLC. Secured Retirement Advisors is registered as an investment advisor. Secured Retirement Advisors only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements .