SecondHalf Planning & Investment
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
819 Jefferson St, Red Bluff, California,...Phone Number
(503) 698-5680Website
www.secondhalfplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About SecondHalf Planning & Investment
SecondHalf Planning & Investment offers as-needed advice, flat-fee retirement planning, and wealth management services designed for Oregonians aged 50 and above. Their expertise focuses on creating personalized financial roadmaps that harmonize retirement goals with financial resources while considering both financial and non-financial factors. They provide services such as tax-efficient retirement planning, ongoing wealth management, and retirement lifestyle coaching to help clients navigate complexities in their financial lives. By emphasizing a defensive investment strategy, they aim to mitigate risks while maximizing financial growth during their clients' retirement years.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
SecondHalf Planning & Inv...
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
SecondHalf Planning & Investment is experiencing very low activity levels compared to other companies in the Finance sector.
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SecondHalf Planning & Investment is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SecondHalf Planning & Investment.
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SecondHalf Planning & Investment offers as-needed advice, flat-fee retirement planning, and wealth management services designed for Oregonians aged 50 and above. Their expertise focuses on creating personalized financial roadmaps that harmonize retirement goals with financial resources while considering both financial and non-financial factors. The... Read More
