While not known as a retirement guru, Lombardi’s quote is priceless in its application. And especially true as one approaches retirement.

Having met with hundreds of 2nd-halfers over the years, one thing has become clear: things change. Our goal is to help you thrive regardless. Building your financial plan is an important piece of how we serve clients. But it’s really a means to an end, one facet of how we help make your best years even better.

Our process is designed to identify the unique opportunities and potential blind spots or vulnerabilities with each family and result in a unique strategy built just for you. Armed with more clarity and peace of mind, you can be aggressive in your 2nd Half and not confused.

As a fiduciary, 2nd Half Capital is required to put your best interests first. Meaning we are literally, "For your best." We are independent, meaning we are not limited to one set of portfolios, products or strategies, but can leverage the right tools to fit your specific situation.

Our independence and strategic partnerships often provide us with access to products or strategies not available with other advisors.

Ongoing education is woven throughout our process starting from our very first interaction. An educated client is a client likely to make the most of their 2nd Half.

Whether your objectives are growth, protection or legacy-oriented, our approach will result in a comprehensive plan built just for you.

An Air Force veteran and native of Chicago, Doug Bentle has lived in Atlanta for over 33 years.

Doug is registered as an Investment Advisor Representative and serves clients in Georgia and Florida. He has a Bachelor of Science degree in Computer Management from Eastern Illinois University.

In 2002, after 16 years in Technology, Doug transitioned into Financial Services. Witnessing the impact of the dot.com bubble on friends and family was a fundamental motivator behind the switch. Now, helping people navigate the ups and downs of the market to help them truly thrive in the second half of life is Doug’s most important “Why?”

Doug and his wife Dani have been married for over 35 years and reside in Marietta, GA. Their 3 adult children & spouses, grandsons ages 8, 6 & 2 years are a true blessing. An avid golfer for 40+ years, Doug now spends more time on the floor with his grandsons than he does on the course.

Doug and Dani enjoy traveling, consider themselves novice wine aficionados and work reasonably hard to stay fit.

Ann has nearly 20 years of experience in the financial services industry, most of them as licensed advisor assistant. Ann started her career in the finance industry in support roles with top-rated life insurance companies, a major retirement plan recordkeeper and a stock transfer agent.
Ann currently resides near Milwaukee, Wisconsin with her husband Vince.

She enjoys…
Anything outdoors, fishing (open water and ice), reading books, all Wisconsin sports, Go Packers!

Interesting Fact
Ann is part Ojibwe and a registered tribe member of the Lac Courte Oreilles, Band of Lake Superior Ojibwe