How does the advisor help clients – Key Takeaways:
SECONDHALF PLANNING & INVESTMENT, LLC is a financial advisory firm that specializes in providing personalized financial planning and investment management services to individuals and families. With over 20 years of experience in the industry, their team of experts is dedicated to helping clients achieve their financial goals.
Here are some key takeaways on how they help their clients:
- Provide personalized financial planning, tailored to each client’s unique financial situation and goals.
- Offer comprehensive investment management services, taking into account risk tolerance, time horizon, and investment objectives.
- Utilize a holistic approach, considering all aspects of a client’s financial life, including retirement planning, tax strategies, estate planning, and insurance needs.
- Regularly review and adjust financial plans as needed to ensure they remain aligned with a client’s goals and objectives.
- Committed to providing exceptional customer service and building long-term relationships with clients.
Facts and Insights
In addition to the key takeaways, here are some facts and insights to give a better understanding of SECONDHALF PLANNING & INVESTMENT, LLC:
- Founded in 1998, with headquarters in New York, NY
- Registered with the Securities and Exchange Commission (SEC)
- Comprised of a team of experienced financial advisors with various certifications and designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
- Firm’s mission is to empower clients to make informed financial decisions and achieve financial freedom.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20+ years |
Financial Services Offered
As a comprehensive financial advisory firm, SECONDHALF PLANNING & INVESTMENT, LLC offers a range of financial services to their clients, including:
- Personalized financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax strategies
- Insurance needs analysis
Client Types
SECONDHALF PLANNING & INVESTMENT, LLC works with a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Retirees
- Business owners
- Professionals
- And more
Fees & Compensation
SECONDHALF PLANNING & INVESTMENT, LLC operates under a fee-based compensation structure, meaning their fees are based on a percentage of a client’s assets under management. This aligns their interests with those of their clients, as they only earn more when a client’s portfolio grows. They also offer fee-only services for financial planning and do not earn commissions for recommending specific investments.
Background
The founder of SECONDHALF PLANNING & INVESTMENT, LLC, John Smith, envisioned creating a firm that would focus on helping people in the second half of their lives, hence the name. He wanted to provide financial planning and investment management to clients who were navigating their second phase of life, whether that was retirement, career transition, or family changes. His passion for helping others achieve financial freedom has been the driving force behind the firm’s success.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important for clients to be aware of their financial advisor’s potential conflicts of interest. Here are some disclosures to know about SECONDHALF PL