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    Mr. Larry G. McClanahan, CFP®

    Contact

    SecondHalf Planning & Investment, LLC
    http://www.secondhalfplanning.com

    PO Box 3056
    Clackamas, OR 97015-3056
    View on Map (503) 698-5680

    I'm Principal of SecondHalf Planning & Investment, a Portland, Oregon fee-only retirement planning and investment management firm. My focus is helping people within 5 years of retirement (or recently retired) successfully navigate their retirement transition and make the most of their second half. I work with you to create a Roadmap for Retirement and provide Retirement Coaching that harmonizes the life you want with your financial resources. Ongoing review and advice helps you stay on track and tactical investment management defends your wealth against crippling losses.

    Year CFP® Certification Received: 2007

    Compensation Method: Fee Only
    Minimum Investable Assets: $250,000
    Languages: English
    Self-disclosed Focus Areas: Investment Management, Life Transitions, Retirement Income Management, Retirement Planning, Social Security Planning, Tax Planning

    Typical Client Profile

    Average Net Worth: $500,001 - $1,000,000
    Average Income: Not Applicable
    Average Age: 65-74, Baby Boomers, 55-64, 75 or older
    Profession: Not Applicable

    CFP Board Disciplinary History: No
    Bankruptcy Disclosure in Last 10 Years: No
    Additional Regulatory Information: Learn More - FINRA's BrokerCheck & SEC's Investment Adviser Public Disclosure

    You may find additional information about this individual through FINRA's BrokerCheck and the SEC's Investment Adviser Public Disclosure databases, which are free tools that may be used to conduct additional research on the background and experience of CFP® professionals and those who held the CFP® certification at one time, including with respect to employment history, regulatory actions, and investment-related licensing information, arbitrations, and complaints.

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