SecondHalf Planning & Investment is a Portland, Oregon financial advisory practice helping people make the most of life after 50 and successfully navigate the retirement transition.
Is your retirement plan on track and is your money serving what’s most important to you in life’s “second half?”
Are you wrestling with when to claim Social Security and how to smartly coordinate it with your other retirement resources?
Could you use help with a retirement account rollover, calculating your Required Minimum Distributions, or creating a sustainable retirement “paycheck?”
Would you just rather focus your time on the people you love and interests you enjoy most instead of watching markets and worrying about financial details?
We invite you to talk with us about your second half. Schedule a free get-acquainted session or click through to learn more.