Secondhalf Planning & Investment, LLC

Secondhalf Planning & Investment, LLC (CRD# 167691) is a financial advisory firm headquartered in Clackamas, OR. They manage $12,375,600 in 65 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
Po Box 3056, Clackamas, OR 97015
https://www.linkedin.com/in/larrymcclanahan/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $190,394
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, TX

Financial Advisors at Secondhalf Planning & Investment, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Larry McClanahan, financial advisor Clackamas OR
Larry McClanahan
CRD#: 4457482
Clackamas, OR

SecondHalf Planning & Investment is a Portland, Oregon fee-only retirement planning and investment management firm. Our focus is helping you successfully navigate your retirement transition and make the most of your life's second half. 

If you're within 5 years of retirement or recently retired, I can help you:

  • Create a financial Roadmap for Retirement that harmonizes the life you want with your financial resources,
  • Explore through Retirement Coaching the non-financial factors and life issues that are just as important as the money, and
  • Manage and protect your wealth, freeing you from the burden of research and watching markets through our Defender Tactical Portfolio Management.

 

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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