Comprehensive Flat Fee Financial Planning
Lifestyle Preservation PlanTM
We call it the Lifestyle Preservation Plan because it is specifically designed to help you maintain and protect your current lifestyle as you transition through different stages of your financial journey. This comprehensive plan ensures that all aspects of your financial life are managed in a way that aligns with your personal goals and values.
By addressing key areas such as cash flow, taxes, estate planning, insurance, legacy, and more, the Lifestyle Preservation Plan aims to provide stability and security, allowing you to enjoy the lifestyle you’ve worked hard to achieve while preparing for future needs and opportunities.
Offered for a flat fee, with no required asset management, Lifestyle Preservation Planning involves a comprehensive review of your financial needs, goals and dreams. Plans are customized as needed; such as strategic distribution plans, liquidity management gifting and charitable strategies, tax mitigation, asset protection, etc. In coordination with other trusted professionals we help you make informed decisions that you don’t want to make alone. This engagement typically lasts 6-12 weeks.
Upon completing your financial plan and receiving our recommendations, you will have the option to engage with us for our investment management services, which include ongoing planning and support or implement independently from us.
Our Comprehensive Approach
Our comprehensive approach ensures that our strategies are not only focused on asset management but are also seamlessly integrated with our clients’ overarching financial goals, thereby fostering more effective and personalized financial planning.
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Ask Us Anything
At Second 50 Financial, we begin our process with an “Ask Us Anything” initial consultation. This meeting is designed for us to get to know each other and to see if our services are aligned with your financial goals and needs. During this consultation, you can ask any questions about our services, our approach, and certainly discuss any pressing concerns or goals. It’s a transparent and confidential discussion aimed at learning more about each other.
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Second 50 Readiness Meeting
The next step will be a Second 50 Readiness Meeting, where we use advanced software to begin an assessment of your financial situation. This meeting is designed to provide clarity on your financial picture from an asset and financial security standpoint to see if our services are a good fit. The visual assessment is the first step in establishing a foundational framework for your financial future. This meeting is complimentary with no obligation to engage; we strictly adhere to our confidentiality and privacy policies.
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Two Options for Collaboration
Comprehensive Flat Fee Lifestyle Preservation Planning
We call it the Lifestyle Preservation Plan because it is specifically designed to help you maintain and protect your current lifestyle as you transition through different stages of your financial journey.
Offered for a flat fee, with no required asset management, Lifestyle Preservation Planning involves a comprehensive review of your financial needs, goals and dreams. Plans are customized as needed to include elements such as strategic distribution plans, liquidity management, gifting and charitable strategies, tax mitigation, asset protection, and more. In coordination with other trusted professionals we help you make informed decisions that you don’t want to make alone. This engagement typically lasts 6-12 weeks.
Upon completing your financial plan and receiving our recommendations, you will have the option to engage with us for our investment management services, which include ongoing planning and support or implement independently from us.
Wealth Management With Ongoing Financial Planning
This approach is not just about managing wealth—it’s an evolving journey that blends investment management with dynamic financial planning, continuously tailored to your changing life and this ever-changing world. We believe you need specialized advice and strategies during this time in life.
We collaborate with high quality investment partners; leverage the latest technologies, and stay focused on advanced education. We know each client is different so there are no cookie cutter plans or portfolios; the process is proven but the context changes according to each clients particular objectives, concerns and dreams.
Minimums apply
Tailored Institutional Wealth Management
At Second 50 Financial, we specialize in crafting personalized, institutional-level portfolios designed to meet each client’s distinct needs. Our approach encompasses dynamic individual stock strategies, laddered individual bond portfolios, and access to top-tier private equity and real estate investments, along with specialized offerings such as 1031 DST investments and opportunity zone funds. We believe that access to best-in-class private opportunities shouldn’t be reserved for those with $100 million in assets—when appropriate, many should benefit from these limited access and availability options.
What truly sets us apart is our commitment to aligning every portfolio with each client’s unique plan, comfort level with risk and objectives with a strong focus on tax management. Over the past 20 years, we’ve built strong relationships with institutional partners, giving our clients access to the finest stock, bond, and alternative managers. This allows us to offer sophisticated strategies while maintaining the personalized service of a boutique RIA.
