SECONDHALF PLANNING & INVESTMENT

We maintain a small network of allied professionals who provide legal, tax, mortgage, aging/elder care, and other services, to whom we can refer clients or coordinate services as needed. This is a professional referral network only and we receive no compensation for such referrals. If you already have advisors in these areas, we will be happy to coordinate with them... Our clients come to us from a wide variety of backgrounds but they share certain values, lifestage, and retirement, tax, and investment concerns... For do-it-yourself (DIY) investors and others with limited scope financial concerns, we offer flat-fee hourly advice and project planning.

Also known as: SecondHalf Planning & Investment, LLC