Second 50 Financial, LLC specializes in designing personalized lifetime income plans that will support your future and create the potential for opportunities to enjoy your Second 50 years even more than you ever thought possible.  Co-Founded by Kathleen Adams, CFP® CPWA® and David Swift, CIMA®, we offer our proprietary financial plan process, Lifestyle Preservation Planning, for a separate fee from Wealth Management, so you can choose how we work together. 

Second 50 Financial, LLC is an investment advisor registered with the United States Securities and Exchange Commission.

Second 50 Financial

Lisa Morig

This department oversees the efficiency and coordination of organizational activities and administrative functions.

Second 50 Financial

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Second 50 Financial

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Teams

Operations Management

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