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
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.