For your best.

Dedicated to helping you thrive.

Your retirement should be focused on things that really matter, not worrying about the future. Whether you are still working, getting close, or have already retired, our team will structure your plan to withstand market turbulence so you can still thrive.
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The 2nd Half Process

Discover & Analyze

Develop detailed understanding of where you are today, and where you want to be in retirement. Then identify vulnerabilities and blind spots in 3 key areas: Income, Health and Legacy.

Create

Develop a plan tailored to accomplish your goals while mitigating vulnerabilities.

Execute & Manage

Design and implement strategies that eliminate vulnerabilities and provide ongoing assessment of your plan and resources to keep you up to speed.
With critical vulnerabilities addressed, peace of mind lays a foundation you can thrive on.

Our Services

Holistic Financial Planning

Using your goals and objectives, we will create a custom retirement plan that considers finances, work, health, legacy and relational aspects.

Risk Analysis

We quantify risk and how it would affect your portfolio during a market downturn. Our plans include the steps necessary to mitigate those risks.

Income Assessment

Guaranteed income in retirement is crucial.  Our team assesses the vulnerabilities of current and future income sources i.e. pensions, annuities, work.

Healthcare Review

Our analysis of your plan for healthcare for all of your retirement years, including long-term care scenarios.

Annuity Review

We can identify high fees, risk exposure, growth limitations and income potential. You should know what you own. Things change. Annuities evolve. A policy that fit 5 or 10 years ago may not anymore.
American Retirement Institute
Virtual and classroom-style courses designed to provide insights into retirement topics and financial labs to help you develop personalized strategies to help mitigate the challenges of retirement.

Legacy Planning

Create a straightforward plan to ensure your assets end up in the right hands.

WealthGuard™

An early warning system for your investments.

Ready to get started?

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