Preserve your lifestyle by making financial decisions with confidence
Pursue opportunities identified with our insights, strategies and tools
Embrace the full vitality of your life and financial well-being
Preserve your lifestyle by making financial decisions with confidence
Pursue opportunities identified with our insights, strategies and tools
Embrace the full vitality of your life and financial well-being
With an emphasis on the lasting value of holistic financial planning, we focus on strategies aimed at preserving the wealth you have built and supporting the lifestyle you love.
Applying our decades of experience helping clients prepare for– and to thrive in their second 50 years, we have developed a proprietary planning process called Lifestyle Preservation Planning™.
Going beyond traditional tax mitigation and estate planning strategies, we focus on solutions designed to fund the lifestyle you want for your second 50 years. We tailor each plan to optimize how each client actually uses the wealth they’ve built to live the life they love.
we can offer our Lifestyle Preservation Planning for a flat fee, and we’re available to provide Advanced Preservation Consulting separately.
With our decades of experience and education, we know how devastating big drawdowns can be on income-producing portfolios. That’s why the focus of the Strategic Investment Portfolios we construct for each of our clients is on preservation and income, and protecting against drawdowns. In fact, the investment managers we select are identified for their commitment to preserving capital as well as the value of our clients’ money, especially during inflationary times.
while concentrating on income-producing assets, including dividend-paying stocks, private debt, and tax efficient income-focused real estate.
Did you know that Real Estate Income over the last 25 years has increased at nearly the same average annual rate as inflation (2.9% vs 2.3%)?
Working with high-net-worth individuals and families in the second 50 years of life, we develop financial plans and investment portfolios to ensure they will not outlive their money – and, in fact, provides our clients with the financial confidence to enjoy their lifestyle without the fear of running out of money.
Working with high-net-worth individuals and families in the second 50 years of life, we develop financial plans and investment portfolios to ensure they will not outlive their money – and, in fact, use that wealth to pursue a vibrant lifestyle with confidence.
The experience and expertise of our team allow us to see beyond the traditional and open the door to a new level of 21st century strategic planning and solutions to benefit our clients.
To activate and optimize the objective financial advice we provide to our clients, we collaborate with and leverage the very best in institutional expertise from our trusted resource partners.
Second 50 Financial custodies it’s assets with Charles Schwab Institutional. Charles Schwab is one of the leading asset management firms with total client assets of over $7.38 trillion as of February 28, 2023. The company has over 34 million active brokerage accounts, 1.7 million banking accounts and over 400 branches. It also has branch offices in the United Kingdom, Singapore, Australia and Hong Kong. Charles Schwab is the largest publicly traded investment firm in terms of client assets.
We have chosen Schwab for their industry leading service, product lineup and their strong commitment to the security or our clients’ assets.
Day Hagan is a multi billion dollar investment management firm based out of Sarasota, Florida. The firm’s investment process is centered upon tactical asset management. Day Hagan actively manages investments, believing buy-and-hold strategies are no longer relevant. Their proprietary models quantitatively interpret the ever-changing market conditions and invest and manage risk accordingly. Their models have been developed in conjunction with Ned Davis Research, a global provider of independent investment research, solutions and tools. Their superb long term track record of managing investments from an unemotional, risk first standpoint is why they are such a valuable partner to Second 50 Financial, LLC.
At Second 50 our belief is that for successful risk adjusted returns, portfolios must have alternative investments as part of their portfolios. First Trust Capital Solutions L.P. (“FTCS”) is a holding company whose subsidiaries offer a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit.
Second 50 Financial custodies it’s assets with Charles Schwab Institutional. Charles Schwab is one of the leading asset management firms with total client assets of over $7.38 trillion as of February 28, 2023. The company has over 34 million active brokerage accounts, 1.7 million banking accounts and over 400 branches. It also has branch offices in the United Kingdom, Singapore, Australia and Hong Kong. Charles Schwab is the largest publicly traded investment firm in terms of client assets.
We have chosen Schwab for their industry leading service, product lineup and their strong commitment to the security or our clients’ assets.
Day Hagan is a multi billion dollar investment management firm based out of Sarasota, Florida. The firm’s investment process is centered upon tactical asset management. Day Hagan actively manages investments, believing buy-and-hold strategies are no longer relevant. Their proprietary models quantitatively interpret the ever-changing market conditions and invest and manage risk accordingly. Their models have been developed in conjunction with Ned Davis Research, a global provider of independent investment research, solutions and tools. Their superb long term track record of managing investments from an unemotional, risk first standpoint is why they are such a valuable partner to Second 50 Financial, LLC.
At Second 50 our belief is that for successful risk adjusted returns, portfolios must have alternative investments as part of their portfolios. First Trust Capital Solutions L.P. (“FTCS”) is a holding company whose subsidiaries offer a curated spectrum of alternative investments across private equity, venture capital, hedge funds, real estate, and private credit.
We are an independent registered investment adviser whose priority is wealth preservation. For the Second 50 team and the clients we serve, preservation means not only assets but cashflow and lifestyle. We are committed to helping our clients make the confident decisions and pursue the rich opportunities that together can sustain the vitality of their lives and their legacies.
If you are ready to prepare for your second 50 years and to wisely use the wealth you’ve built and earned, then call on us today.
SECOND 50 FINANCIAL
111 N. Sepulveda Boulevard
Suite 300
Manhattan Beach, CA 90266
424-260-1551
info@second50financial.comSecond 50 Financial, LLC is an investment advisor registered with the United States Securities and Exchange Commission. This website and the information contained herein is neither a solicitation nor an offer to sell investment advisory services except in jurisdiction(s) where we are appropriately registered, excluded, or exempt from registration. You are encouraged to review a copy of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary for more information regarding our firm and our advisory services. Copies of these documents are available free of charge at https://adviserinfo.sec.gov. Our Client Relationship Summary is also available here. We enter into an advisor-client relationship with our clients only after they have executed a written investment advisory agreement with our firm and have been provided with a copy of our Firm Brochure, Client Relationship Summary, and privacy policy.
This website and the information contained herein is for informational purposes only. All information, statements, and opinions contained herein regarding the securities markets or other financial matters is obtained from sources which we believe to be reliable and accurate. However, we do not warrant or guarantee the timeliness, completeness, or accuracy of any information presented herein. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. The information in this document is not intended as personalized investment, tax, or legal advice and we do not provide any tax or legal advice to clients. You should consult with your independent investment, legal and/or tax professionals with respect to your individual financial situation and investment needs before considering any investment.