Get Started Now – The Second Half Team

Selecting a trusted financial partner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.

- Can you retire and work only if you want to, not because you have to?

- Are you nervous about healthcare costs?

- Are you worried about a FRS and City Pensioners drop?

- Do you wonder how to maximize your FRS Investment Plan?

- What do you do with sick leave and unused vacation payouts?

- Would you like to know how to maximize your Social Security payout?

- Wondering how you coordinate 457 and FRS/city DROP paperwork?

We’re Here To Help Virtually

We offer a no-cost introductory Q&A session to help answer your questions, learn more about your goals, and see how we may be able to help.

In our no-cost introductory phone call, we’ll discuss:

Which financial questions do you have?
What worries you about your financial future?
What are your concerns or goals when it comes to investing?

During our discussion, we’ll answer any specific questions you may have, and take the time to learn about your values, goals, and objectives.

How To Prepare For Our Call

You don’t need to do anything to prepare for the meeting, and there’s no cost or commitment for the call. It may be helpful to collect your financial questions so we can review them together. Use the link below to schedule your call online now!

Get Started Now

Schedule your free 30-minute introductory phone call today to:

Plan to maximize your financial future.
Get answers to your specific questions.
Get personalized recommendations for your unique situation.

Call (954) 231-0493 or email mark@secondhalfteam.com.

All advisory services offered through Second Half Financial Partners DBA Second Half Team, a federally registered investment advisor. Results are not guaranteed.

Investment advisory services offered through Second Half Financial Partners, LLC, ("Second Half"), a SEC Registered Investment Adviser domiciled in the state of Florida, and appropriately registered in all states in which it conducts business. Second Half consists of a group of financial advisors that each own separate but affiliated insurance real estate, and/or tax businesses ("outside business activities") which operate under separate d/b/a names. Each financial advisor is appropriately licensed and registered with respect to their own outside business activities, as applicable. For additional information about any outside business activities, Form ADV 2A is available at https://adviserinfo.sec.gov. Additionally, each respective financial advisor's Form ADV 2B is available upon request. Second Half does not offer tax, accounting, or legal advice, therefore parties are strongly encouraged to seek advice from qualified tax, accounting and/or legal experts regarding options for your particular circumstances. Any 3rd party posts or external hyperlinks on this site are not the property of this firm and are subject to change without notice. The views, opinions, and advice contained within third party websites or materials are solely those of the author and do not necessarily reflect those of Second Half. Any content contained herein is for U.S. residents only. The information, products and services described here are intended only for individuals residing in states where each financial advisor is properly licensed. "Advisory services offered through Second Half Financial Partners, LLC an SEC Registered Investment Advisor. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate the firm, or its investment adviser representatives have attained a particular level of skill or ability. Second Half Financial Partners does not provide tax or legal advice. This website does not constitute an offer to sell or a solicitation of offers to purchase or sell securities in any jurisdiction in which Second Half Financial Partners is not qualified to make or solicit such offers. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable; however, we cannot assure the accuracy or completeness of these materials. This information may change at any time and without notice. Individual results may vary, past performance does not predict future results."

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