Broker Check

Are You Ready For Your Second Half?

Discover a personalized, empowering approach to wealth management

Learn More

You Deserve A Partner That Puts You at The Center

You might feel that traditional wealth planners have forgotten about you and your family because you don’t fit into their model of wealth. Our mission is to be your advocate, to help you organize your financial resources, and to help you make informed financial decisions.

Your Personalized Path to Financial Wellness

We strive to provide practical solutions that you understand. During our partnership, we will guide and educate you on options, simplifying the complexities so your path becomes more clear. Our Integrated Wealth Management process takes a personal approach that we believe allows you to make smarter decisions and strive for better outcomes. We offer the following services:

Wealth <br/>Management

Wealth
Management

Involves a fusion of financial planning and investment management

Learn More
Financial <br/>Planning

Financial
Planning

Creating a step by step plan to help achieve your short and long term goals

Learn More
Investment Management

Investment Management

Designing a strategy that is based on your financial plan and comfort with risk

Learn More

How We Work

STEP

1

Planning

We believe in the power of financial planning. Our planning process involves understanding your unique circumstances, formulating goals, analyzing current strategies, identifying risks, providing customized recommendations, and implementing action steps in the right sequence.

 

STEP

2

Guidance

We understand that life circumstances, priorities, and goals change. Our dynamic process helps you stay on track toward your goals. Through regular planning meetings, we assess new risks and adapt to changing tax laws, family circumstances, and shifts in the investment and economic landscape.

 

STEP

3

Advice

Other than you, we will know more about your financial circumstances than anyone else. We encourage you to reach out to us when you need to make important decisions. Our aim is to offer tailored advice that aligns with your financial plan, ensuring confidence in your decision-making.

 

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Client TEstimonials

“Second Half Strategies has helped us plan for and be more confident in our financial future. We feel valued when working with their team, and someone is always available to help us when something comes up.”

– Scott 

This statement is a testimonial by a client of the financial professional as of 04/03/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“We were seriously overwhelmed with financial security during the first half of our adult lives.  We discovered Second Half Strategies to help lead and guide us through the myriad of choices to live happily ever after.  We have never looked back.”

– Jim and Carolyn

This statement is a testimonial by a client of the financial professional as of 04/04/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“Second Half Strategies has a professional, knowledgeable team who are proactive and extremely responsive with a passion for helping people.”

- Brad and Michelle

This statement is a testimonial by a client of the financial professional as of 04/04/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

What truly sets them apart is their genuine interest in our life and goals. It's not just about numbers and investments; they take the time to understand our priorities, concerns, and dreams, and tailor their advice accordingly. This creates a deep level of trust and comfort that makes navigating the complexities of finance feel effortless.

– Ed and Linda 

This statement is a testimonial by a client of the financial professional as of 04/04/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.
Learn More
Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
Learn More
Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn More

Are You Ready To Get Started?
Get connected with our team and take the first steps on your journey.

Thank you!
Oops!