Second 50 Financial

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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
Website
http://www.second50financial.com
Keywords
Confidence - Opportunity - Vitality.
Competitors
ANIMEME Inc, Frame Wealth Partners, Honda Federal Credit Union, Chang Klein, LLP., Goldstone Financial Group, The Zandbergen Group, Bighorn Wealth Management, Bruin Women in Business, EMINUTES, Staging South Bay.
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