Secondhalf Planning & Investment, LLC
Secondhalf Planning & Investment, LLC (CRD# 167691) is a financial advisory firm headquartered in Clackamas, OR. They manage $12,615,000 in 80 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$157,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
I'm principal of SecondHalf Planning & Investment, LLC, an advisory firm dedicated to helping you successfully navigate your retirement transition and enjoy a purposeful life of financial independence.
Too many people make unsalvageable retirement and investment decisions during the critical second half of life, and they suffer consequences that were entirely preventable. My goal is to help you prepare rather than repair.
I work with you to:
- create a Roadmap for Retirement that harmonizes the life you want with what's possible given your financial resources
- coach you through the retirement transition, addressing both financial and non-financial issues essential to your success
- provide ongoing financial review and advice to help you stay on track
- tactically manage your investments to defend your wealth against crippling losses.