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SecondHalf Planning & Investment is a Registered Investment Advisor dedicated to helping you successfully navigate your retirement transition and enjoy a purposeful and fulfilling life of financial independence.

We work with you to...

  • create and implement a Retirement Roadmap
  • make your money serve what's most important to you in life
  • maximize your Social Security
  • coordinate all your retirement resources in a tax-smart manner
  • tactically manage your investments and various financial matters

We free you to focus on the people you love and interests you enjoy most, instead of watching markets and managing financial details.

Talk with us about how we can help.

Free "Get Acquainted" Session

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