Joe Lucey

Certified Financial PlannerTM

On a Mission to Help You Live the Retirement of Your Dreams

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Resources

Free Resources to Help You Plan
Your Dream Retirement

Here are some of the best FREE resources I’ve created
to get you started. Download them below.

01

Download The Top 10 Mistakes That Increase Your Taxes.

In this free report, you’ll learn…

  • Why being passive and having no plan of action for your taxes can kill your retirement.
  • The amount of money you can save with tax planning. (HINT: It’s often at least 5 figures.)
  • What the top 10 most common tax mistakes people make are and how you can avoid making them.

02

The Ultimate TaxSmart™ Retirement Planning Checklist

What are the holes in your plan that threaten your retirement? There’s more that goes into planning your retirement than most people realize. Make sure you’re prepared for yours by downloading The Ultimate TaxSmart™ Retirement Planning Checklist.

03

The Retiree’s Social Security Guide
Our expert guide to securing your
retirement against a market crash

Download the first chapter of The Retiree’s Social
Security Guide for FREE — and learn how to maximize your
Social Security income through retirement.

Buy on Amazon

About me

Hi, I'm Joe Lucey.

I am a CERTIFIED FINANCIAL PLANNER™, the founder of
Secured Retirements, and the creator of the TaxSmart™
Retirement Program.

My mission is to help you create a TaxSmart™ Retirement
Plan so you can retire without having to sacrifice your
lifestyle.

Most advisors focus solely on investment strategies. My
TaxSmart™ Retirement Program combines investment
strategies and income planning as well as expert tax,
healthcare, and legacy planning. Through this unique
approach, I’ve helped thousands of clients achieve their
dream retirement.

Read My Story
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50,000+ Hours of Financial Planning Experience

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“It’s easy to be an advisor when everything is going well,
but in times of crisis, that’s when you earn your stripes.”

Books

Your Library of Retirement Planning Books

The Retiree’s social security guide

Your Blueprint to Maximize Mailbox Income By Joseph S. Lucey, CFP®, Foreword by Ed Slott, CPA, America’s IRA Expert

Buy on Amazon
New Tax Secrets

New Tax Secrets

Your Personal Investing Advice to Reduce Future Tax Exposure By Joseph S. Lucey, CFP®

Buy on Amazon

Building Retirement Now

Your Secured Retirement Blueprint From Planning and Design to Execution
By Joseph S. Lucey, CFP®

Buy on Amazon

Retiree’s social security guide

Your Blueprint to Maximize Mailbox Income By Joseph S. Lucey, CFP®, Foreword by Ed Slott, CPA®, America’s IRA Expert

Buy on Amazon

New Tax Secrets

Your Personal Investing Advice to Reduce Future Tax Exposure By Joseph S. Lucey, CFP

Buy on Amazon

Building Retirement Now

Your Secured Retirement Blueprint From Planning and Design to Execution
By Joseph S. Lucey, CFP®

Buy on Amazon

Download The Top 10 Mistakes That Increase Your Taxes.

  • Why being passive and having no plan of action for your taxes can kill your retirement
  • The amount of money you can save with tax planning (HINT: It’s often at least 5 figures.)
  • What the top 10 most common tax mistakes people make are and how you can avoid making them

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