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.
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