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).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $157,688
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
CRD#: 4457482
PO Box 3056, Clackamas, OR 97015
106
Wealthminder
score

Is your retirement planning mostly just a bunch of financial projections?

Are you aware of both the financial and non-financial factors essential to making the most of your life's second half?

SecondHalf Planning & Investment is a Portland, Oregon advisory practice focused on helping people within 5 years of retirement (or recently retired) successfully navigate their retirement transition and enjoy a purposeful and fulfilling life of financial independence.

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.

 

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