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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

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