Retirement is not the finish line...it's a door to new possibilities. Some of your best chapters in life may lie ahead.
SecondHalf Planning & Investment is a Portland, Oregon advisory practice focused on 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 already retired, we can help you:
- Create a financial Roadmap for Retirement that harmonizes the life you want with what's possible given 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 through our Defender Tactical Strategies, freeing you from the burden of research and watching the markets.
Why Choose Us