We act as your financial coordinator and portfolio manager. Examples of our services include:
- A financial road map, including cash flow projections to help you match income with ongoing expenses
- Discretionary management of your investments, coordinated with your other income streams (pension, social security, rental income, business income, etc.)
- Creation of a “retirement paycheck”
- Assistance with calculating and taking Required Minimum Distributions (RMDs) from retirement plans
- Review of your tax strategies, risk management through insurance, beneficiary designations, and various estate matters
- Coordination of your financial and estate matters as needed with other professionals (attorney, tax accountant)
Clients typically receive monthly account statements directly from the account custodian, confirmations of all transactions, quarterly performance statements from SecondHalf, and 24/7 online access to view their account(s) directly.