Welcome
SecondHalf Planning & Investment is a Portland, Oregon area firm specializing in the unique needs of retirees and those actively preparing for life’s second half. We have the knowledge and expertise to help you map out your financial independence and then to adeptly manage your investments.
The good part…you get financial peace of mind and the freedom to devote your time and attention to the people you love and the interests you enjoy most.
Let us join you on the journey and help you make the best of your second half.
What Makes Us Different?
Expertise for the Second Half of Life
The financial services industry has been preoccupied for years with the pre-retirement accumulation of assets. Few advisors truly understand the more critical second stage of harvesting and protecting those assets.
Not Afraid to Buck “the Herd”
You can’t expect superior investment performance if you simply do what everybody else does. We take an active approach to managing your investments (or utilize active managers), tactically shifting away from perceived risks and toward opportunities. We pay little attention to the cheerleaders on Wall Street and in the financial media, preferring to investigate matters more deeply and think for ourselves. This means we may be intentionally out of step with the accepted “wisdom” of the moment, but are usually later proven right.
Personalized Service
Financial solutions are tailored to you. You aren’t simply a “number” nor are you handed off to a junior advisor. We get to know you and proactively keep in touch regarding your financial well-being.
Fee-Based Fiduciary Services
Planning, consulting, and investment management services are fee-based and provided in a fiduciary capacity. That means your best interests come first.