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Mission & Core Values

Our Mission Statement
Our goal at The SecondHalf Coach is to guide our clients throughout their retirement journey with specialized focus on estate preservation, tax planning, and financial planning that encompasses a multi-generational approach.  We strive to forge long-term relationships and we nurture them by viewing our clients as partners in our mission and by adhering to our core values of Faith, Empowerment, and Respect.
Core Values
Faith is defined as a confident belief in the truth, value, or trustworthiness of person, idea, or thing. We ask that all members of our team possess faith in their abilities and ask that our clients maintain faith in our intentions.
To empower means to equip or supply with ability and/or to enable. We want all team members to feel empowered to make a difference in the lives we serve and want our clients to feel empowered by our advice, guidance, and specialization.
Respect is defined as an esteem for the worth or excellence of a person, a personal quality or ability. We seek to foster relationships with a foundation of mutual respect. Our team aims to respect our clients’ privacy, needs, and dreams while asking clients to continuously respect the importance of our roles within their lives.
Our Logo
Our logo was designed in 2006 when the name, The SecondHalf Coach, was formally adopted. It was designed to reflect our core values and represent our firms desire to form long term relationships with clients. Each of the three boomerang shapes on the logo represent one of our core values, and represent the thought that if our firm embodies these values, our clients will be inspired to embody them as well.

© 2018 SecondHalf Coach Wealth Management | 2519 Ligonier Street, PO Box 421, Latrobe, PA 15650 | All rights reserved
P: 724-537-2799 | F: 724-537-3180 |
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