Why Use a Firm With Strategic Resources?
At SecondHalf Coach Wealth Management, we believe that a “jack of all trades” is the expert at nothing. That’s why we focus on our core competencies: financial planning, investments, and insurance. At the same time, we recognize that true Comprehensive Wealth Management must also address estate planning, tax planning, and other important areas of your financial life.
To ensure every piece of your plan works together in your best interest, we’ve built trusted relationships with professionals who specialize in these fields. Unlike some firms, we do not engage in revenue-sharing with these professionals. Our goal is not to profit from these connections but to enhance the client experience through shared expertise and collaboration.
These relationships are never exclusive. If you already have a trusted CPA or attorney, we are happy to work alongside them to the extent you choose. If not, we can provide referrals to professionals we believe are well positioned to meet your needs. This ensures your wealth management plan is both well-rounded and deeply personalized.
To further support our clients, we host Complimentary Consultation Days with these professionals at our office, designed to keep every aspect of your plan aligned:
Medicare Review Days – Schedule a complimentary 45-minute one-on-one consultation with a Medicare professional to get your questions answered and prepare for the annual enrollment window.
Insurance Policy Review Days – Take advantage of a no-pressure, 45-minute consultation to review your home, auto, or commercial policies. Ensure your coverage meets your needs and goals—without any obligation to use their services.
Will Review Days – Schedule a private 45-minute consultation with an estate planning professional to review your will and identify updates needed to protect your legacy. This helps ensure your estate plan is current, aligned with your goals, and gives you peace of mind.
Pre-Funeral Planning Day – Attend a 45-minute educational session with a local funeral home to learn how pre-planning can ease future burdens on your loved ones. This no-obligation meeting highlights the key decisions and preparations you may want to make in advance.
Convenient Tax Services with Kisiel & Associates – For clients who choose to work with Connellsville based CPA firm, Kisiel & Associates, we have come up with a process to simplify the process. Our office serves as an easy drop-off and pick-up location for your tax documents. You may also schedule appointments through their office to meet with a CPA at our location, making it seamless to coordinate your tax planning with your overall wealth management plan.
We believe standing out in the financial industry isn’t about outworking or out-advertising the competition. True success comes from building a Wealth Services Team—a network of professionals combining their knowledge, talents, and experience—to give our clients the strongest foundation for long-term success.
You are under no obligation to use the services of Kisiel & Associates, Rafferty Legal, Laurel Highlands Insurance Group, Insurance Services, LLC, or Hartman-Graziano Funeral Home, Inc., and may choose any qualified professional to provide legal, insurance, or funeral planning services. SecondHalf Coach Wealth Management and LPL Financial are separate entities and unaffiliated with the above-named companies.
