Second Half Financial Partners, LLC

John Swaine is a financial advisor with Second Half Financial Partners, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Raymond James Financial Services and managing member roles in multiple LLCs. Outside of advising, he serves part-time as a police officer with the Sebring Police Department. Second Half Financial Partners provides discretionary investment management and financial consulting to individuals, small businesses, trusts, and foundations, with a focus on first responders, business owners, and clients planning for or in retirement. The firm constructs diversified, long-term portfolios using asset and tactical allocation and manages approximately $364 million for over 1,100 clients.

George Leidel Jr. is a financial advisor with Second Half Financial Partners, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His background includes roles at Heartland Tax and Accounting, LLC, Leidel Capital, Inc., and Raymond James Financial. Outside of advising, he serves as president or managing member of several holding companies and is involved in tax preparation and IRS representation through Platinum Financial Partners, LLC. Second Half Financial Partners provides discretionary investment management and financial consulting primarily to individuals, small businesses, trusts, and foundations, with a focus on first responders, business owners, and clients planning for or in retirement. The firm constructs diversified, long-term portfolios using asset and tactical allocation strategies and manages an elevated client load across its team of five advisors.

Phillip Statler is a financial advisor at Second Half Financial Partners, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his own firms and tax service companies since 1998. Statler also serves as president of SFS Tax Services, Inc., providing income tax preparation services. Second Half Financial Partners offers discretionary investment management and financial consulting to individuals, small businesses, trusts, and foundations, focusing on first responders, business owners, and clients planning for or in retirement. The firm constructs diversified, long-term portfolios primarily using index ETFs, dividend-paying stocks, and bonds, and manages approximately $364 million across more than 1,100 clients.