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
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.