Larry McClanahan, CFP®, ChFC, CASL, CLU, EA

Helping You Successfully Navigate Your Retirement Transition and Beyond

Fee-Only Retirement Planner & Investment Manager at SecondHalf Planning & Investment, LLC in Clackamas, OR

About

I'm Principal of SecondHalf Planning & Investment, LLC, an advisory firm dedicated to helping you successfully navigate your retirement transition and enjoy a purposeful and fulfilling life of financial independence. I work with you to create a Roadmap for Retirement that harmonizes the life you want with what's possible given your financial resources. Ongoing review and advice helps you stay on track and my tactical investment management helps defend your wealth against crippling losses.

Contact
Click for phone number
(503) 698-5680
Address
PO Box 3056 in Clackamas, OR 97015
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Justin

Answered by Larry McClanahan, CFP®, ChFC, CASL, CLU, EA
Fee-Only Retirement Planner & Investment Manager in Clackamas, OR
Hello Justin, A SEP is a form of IRA generally used by self-employed individuals and small businesses for retirement savings. While you may take a withdrawal (calle...
Investing & Retiring IRA
3

Servicing

Credentials

Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP®) - US
Chartered Advisor for Senior Living® (CASL®)
Chartered Financial Consultant® (ChFC®)
Chartered Life Underwriter® (CLU®)
ENROLLED AGENT (EA)

Accomplishments

Background

Experience

Financial Consultant
Financial Advisor
Financial Planning Advisor
Financial Planner & Investment Adviser
Principal

Education

Prairie College

Disclosure

SecondHalf Planning & Investment, LLC is a Registered Investment Advisor in Oregon.