We believe successful people in their Second 50 years of life need a very different kind of financial plan. Supported by our partners at Ashton Thomas, we want to provide you with the financial confidence to live the next 50 better than the first!

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WHAT WE DO

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LIFESTYLE PRESERVATION PLANNING™

Lifestyle Preservation Planning™ is a proprietary process developed by Second 50 financial. A financial plan to address the changing goals, concerns, mindsets and dreams that often occur during your second 50 years. Planning services are offered for a separate fee from investment management so you can choose how you want to work together. (Read More)

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WEALTH MANAGEMENT

Protect the future of your investments. Guided by the Second 50 Financial Core Principles and supported by our partnership with Ashton Thomas, develop a portfolio that opens the door to the bigger, better future of your dreams. (Read More)

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Professional Team Coordination

Often, the right hand doesn’t know what the left is doing. Coordinating with your other professionals is crucial in optimizing the success of your financial plan. (Read More)

Our team works to provide financial confidence, clarity about when it’s time to stop working, opportunity expansion as life and goals change, and increased vitality so you can fully enjoy the Second 50 years of life. Are we a good fit? Let’s get to know each other with a 30 minute complimentary call.

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