Second Half Strategies
www.2hstrategies.comAt Second Half Strategies, we are inspired to help families work proactively toward a financially meaningful second half, so that they can be inspired to focus on the people and activities that are significant to them. As an independent firm, we are your financial advocate, providing independent and objective advice that is tailored with personalized service. Our process helps you design, implement and monitor practical and durable strategies that are focused on the unique objectives of your family. We hope to help you make sense of a complex financial world and to offer you greater confidence in your financial decisions. Services include: Financial Planning, Retirement Strategies, Wealth Management, Investments and Insurance. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Second Half Strategies, a registered investment advisor and separate entity from LPL Financial. For a list of states in which we are registered to do business, please visit www.secondhalfstrategies.com.
Read moreAt Second Half Strategies, we are inspired to help families work proactively toward a financially meaningful second half, so that they can be inspired to focus on the people and activities that are significant to them. As an independent firm, we are your financial advocate, providing independent and objective advice that is tailored with personalized service. Our process helps you design, implement and monitor practical and durable strategies that are focused on the unique objectives of your family. We hope to help you make sense of a complex financial world and to offer you greater confidence in your financial decisions. Services include: Financial Planning, Retirement Strategies, Wealth Management, Investments and Insurance. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Second Half Strategies, a registered investment advisor and separate entity from LPL Financial. For a list of states in which we are registered to do business, please visit www.secondhalfstrategies.com.
Read moreCountry
State
North Carolina
City (Headquarters)
Charlotte
Employees
1-10
Founded
2009
Social
Employees statistics
View all employeesPotential Decision Makers
Principal
Email ****** @****.comPhone (***) ****-****Wealth Planner , Certified Financial Planner Professional
Email ****** @****.comPhone (***) ****-****Independent Financial Advisor , Certified Financial Planner Professional
Email ****** @****.comPhone (***) ****-****
Technologies
(36)