• NewChapter

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

Too many people make irreparable retirement and investment decisions during the critical second half of life, and get stuck with consequences that could have been avoided. We help you prepare rather than repair.

We 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 review and advice to help you stay on track, and
  • tactically manage your investments to defend your wealth against crippling losses

It starts with this process

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