Plan, Preserve, Prosper
Wealth Management for Life’s Next Chapter
About Us
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!
Services
Specialized Wealth Planning for the Second 50 Years of Life
At Second 50 Financial, we guide clients through the important financial considerations in their second 50 years. Our goal is to offer personalized strategies designed to address their evolving needs and long-term objectives.
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.
Who We Serve
Focused on Your Second 50
We work best with those approaching or in their second 50 years of life. By occupation, these families are often:
Business Owners
Professional Service Providers
High-Level Executives
Creative Entrepreneurs
Retirees
Business Owners
Fluctuating income, along with high operational, employee, and lifestyle expenses paid by the business, can complicate financial planning for business owners. We’ll help you determine your retirement income needs and develop strategies to build wealth outside your business, with the goal of making work optional without compromising your lifestyle.
Professional Service Providers
Doctors, Attorneys, CPAs, etc. with high income who often have significant overhead, fluctuating cash flow, and complex tax structures, bring a unique set of challenges. Planning for lifestyle preservation is needed as you slow down or exit your profession. We help optimize your finances as priorities shift in your second 50 years and evaluate what it will take to finance your lifestyle without the practice.
High-Level Executives
Executives often have sophisticated compensation packages, including stock options and deferred compensation plans. There are also increasing lay-offs and early retirement incentive packages being offered. We focus on helping with tax sensitive, strategic decision making around your specific situation to align your wealth with your long-term objectives and financial security.
Creative Entrepreneurs
With unpredictable income streams, royalties, and project-based earnings, creative entrepreneurs, such as Screenwriters, Entertainers, etc. often struggle with managing consistent cash flow and planning for the long term. We design dynamic financial strategies tailored to your unique situation, helping you make informed decisions and working toward financial freedom.
Retirees
Entering or living in retirement can bring uncertainty about maintaining your lifestyle while navigating healthcare costs, taxes, and shifting economic conditions. We help create dependable income streams and the freedom to enjoy this new chapter with confidence. We offer additional resources for things such as navigating the complex world of Medicare as that time approaches.
Insights
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.
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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…
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October 2024 Insights
As retirement approaches, many individuals find themselves contemplating a significant life change: relocating to a new city or region. According…
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August 2024 Insights
Are you leveraging your IRA to support the causes you care about while also lowering your taxable income? Many individuals…
