General Info

Second Half Strategies is a financial planning firm that specializes in helping people in the Charlotte area achieve their financial goals. We offer a wide range of services, including retirement planning, Social Security & Medicare, investment allocation, 401k advice, tax strategies, charitable giving, education funding, employee benefits, cash flow, debt management, insurance, and estate planning. We take a goals-based, strategic approach to financial planning, and we work with our clients to develop a personalized plan that will help them achieve their financial goals. We are committed to providing our clients with the highest level of service, and we are always looking for new ways to help them reach their financial goals.