Plan, Preserve, Prosper

Second 50 Finanical Updates

  • S50F Special Market Update

    S50F Special Market Update

    4/20/2025 At Second 50 Financial, we continue to maintain a cautious and disciplined approach to portfolio management, intentionally keeping equity allocations below…


Tailored Institutional Wealth Management

Second 50 Financial offers personalized, institutional-level portfolios with premier access to top-tier investments, tailored to each client’s unique goals and needs.

Comprehensive Lifestyle Preservation PlanTM

Our dynamic process offers ongoing advice and guidance; providing you with financial confidence and peace of mind while your wealth works to support your lifestyle

Kathleen Adams and David Swift pose with the rest of the Second 50 Financial team, advisors who specialize in retirement and pre-retirement planning.

An stock illustration of a business owner at the beach, who is on his phone rather than relaxing, which he could be doing if he had a financial planner.


An illustration of a man in a suit looking down over skyscrapers -depicting a high-level executive for Second Fifty Financial


lounge chairs, beach, couple, sunset - an illustration to symbolize a carefree retirement with Second 50 Financial helping you in your second fifty years of life.
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