Second 50 Financial, LLC specializes in designing personalized lifetime income plans that will support your future and create the potential for opportunities to enjoy your Second 50 years even more than you ever thought possible. Co-Founded by Kathleen Adams, CFP® CPWA® and David Swift, CIMA®, we offer our proprietary financial plan process, Lifestyle Preservation Planning, for a separate fee from Wealth Management, so you can choose how we work together.
Second 50 Financial, LLC is an investment advisor registered with the United States Securities and Exchange Commission.
Company Details
- Employees
- 3
- Founded
- -
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.second50financial.com
- Keywords
- Confidence - Opportunity - Vitality.
Second 50 Financial Questions
Second 50 Financial's website is http://www.second50financial.com
Second 50 Financial's LinkedIn profile is https://www.linkedin.com/company/second-50-financial
Second 50 Financial has
3 employees.
View email and phone details for 3
employees at Second 50 Financial.
Second 50 Financial's industry is
Financial Services
Second 50 Financial's top competitors are
Animeme Inc,
The Zandbergen Group,
Eminutes,
Staging South Bay,
Goldstone Financial Group,
Honda Federal Credit Union,
Bruin Women In Business,
Bighorn Wealth Management,
Frame Wealth Partners,
Chang Klein, Llp..
Second 50 Financial's categories are Financial Services
Second 50 Financial's founding year is 2021
