Second Half Strategies Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

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.

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