At 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 FINRA/SIPC. Investment advice is offered through Independent Advisor Alliance, LLC, a Registered Investment Adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial. For a list of states in which we are registered to do business, please visit www.secondhalfstrategies.com.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 4777 Sharon Road,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- 2hstrategies.com
- Keywords
- Charlotte.
- HQ
- Charlotte, NC
Second Half Strategies Questions
Second Half Strategies's website is 2hstrategies.com
Second Half Strategies's LinkedIn profile is https://www.linkedin.com/company/second-half-strategies
Second Half Strategies has
2 employees.
View email and phone details for 2
employees at Second Half Strategies.
Second Half Strategies's industry is
Financial Services
Second Half Strategies's top competitors are
Brannam Wealth Management Of Raymond James,
Optimis Wealth,
Second Half Expo,
Churchill Management Group At Focus Partners Wealth,
Adams Wealth Partners,
Financial Independence Advisors,
Impact Financial Planners,
Angel Of Edgewood, Inc.,
Blue Wolfe Financial,
Creative Money.
Second Half Strategies's categories are Financial Services
Second Half Strategies's founding year is 2009
