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Why Join Our Firm?

SecondHalf Coach Wealth Management is a comprehensive financial services firm specializing in fee-based asset management and financial planning. We offer a strong combination of experience and professional client services striving to help our clients improve their long-term financial success.

At SecondHalf Coach Wealth Management our clients come first! Our approach to delivering comprehensive financial services always starts and ends with you, our clients. We begin this by listening to you and discussing your lifestyles, goals, wishes, dreams, and family situations. Through a consultative process we then learn the details of your financial picture so we can construct and deliver a customized plan along with your personal Financial Action Checklist. Our experienced team of professionals fully evaluates your situation to prepare personal solutions that integrate investment planning, tax reduction planning, retirement income and distribution planning, and family wealth planning. We then assign you a financial physical schedule to assure we meet on a regular basis to discuss your portfolio, asses whether changes are necessary, and determine the status of your financial action checklist.

We have an unwavering commitment to offer a variety of events and mailings with an educational approach designed to consistently provide communications that keep you properly informed of economic news and appropriate tax law and estate planning rule updates. We are not the salespeople in your ear; rather, we are the coaches at your side.

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