Plan, Preserve, Prosper

Empowering Your Financial Future

With over 20 years of dedication to objective, flat-fee financial planning, Second 50 Financial focuses on building and preserving the wealth and lifestyle our clients have worked so hard to achieve. Our expertise lies in creating dynamic income and distribution strategies, empowering clients to confidently exit a business or transition into retirement with financial security. We integrate this planning with institutional-level investment solutions, combining high-conviction, dynamic stock strategies with carefully curated private alternative investments to deliver highly personalized, tax-efficient portfolios. Find out more—click the video!

second 50 financial team

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

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.






Stay in the Know With Our Latest Insights

Informed decisions typically lead to better financial outcomes. At Second 50 Financial, we believe in empowering our clients with knowledge about their financial options, strategies, and the potential impacts of their decisions. Leverage the resources below and take control of your financial journey.

  • January 2024 Investment Insights

    January 2024 Investment Insights

    Investors had to grapple with several known unknowns in 2024. Politically, elections in the U.S. and major economies and strife…


  • October 2024 Insights

    October 2024 Insights

    As retirement approaches, many individuals find themselves contemplating a significant life change: relocating to a new city or region. According…


  • August 2024 Insights

    August 2024 Insights

    Are you leveraging your IRA to support the causes you care about while also lowering your taxable income? Many individuals…