Retirement is not the finish line...
It's a door to new possibilities -- some of your best chapters in life may lie ahead.
SecondHalf Planning & Investment is a Portland, Oregon fee-only retirement planning and investment management firm. Our focus is helping you successfully navigate your retirement transition and make the most of life's second half.
If you're within 5 years of retirement or recently retired, we can help you:
- Create a Roadmap for Retirement that harmonizes the life you want with your financial resources. This financial plan is living, continously-updated, and you have 24/7 online access to your status.
- Explore through Retirement Coaching the non-financial factors and life issues that are just as important as the money.
- Manage and protect your wealth through our Defender Tactical Strategies, freeing you from the burden of research and watching markets.
Talk with us if you need clarity on questions like these:
- When should I retire? I know what I'm retiring from, but what am I retiring to?
- At what age should I claim my Social Security or pension?
- How can I make my money last as long as I do? And what are the risks that might knock that off track?
- How can I reduce taxes on my retirement income sources and account withdrawals?
- What are the key non-financial issues to a successful retirement that I need to think through?
- How can I manage investment risk so I don't have to worry about my nest egg?
- Show me how to factor an Encore career or Second Half Entrepreneurship™ into my retirement plans.
As Featured in: