Below you will find important terms and disclosures. At Second Act Financial Services, we value integrity, transparency, and service to our nation’s seniors and all who look after them.  We encourage all of you to review these disclosures because they are important.  We have created this page in order to share this important information with you in regular size font and in a clear and easy way to read.

The leadership of Second Act Financial Services has been in the retirement industry for over 26 years. Second Act is sought for guidance and solutions needed to make the financial lives of adults in their second half of life, easier. We are not a lender nor do we get paid any compensation for referring to lenders. We act as a resource to consumers and advisor to retirement communities and financial institutions, on how to serve adults in their second act of life! We provide access to services from moving and real estate solutions and veteran benefits, to long-term care insurance claims assistance. 

The needs of the mature adult are many. No single service or program will serve all of their life transitions, and that is the same for financial needs as well. Therefore, where you see the term “Second Act”, “Lending Chaperones”, or other financially centered terms and conditions, they are given under license to various licensed partners who have been trained on serving the 50+ market by Second Act’s leadership. Rates, fees, costs, to you as a consumer will vary depending on the products you need and the participating institution that has been trained to provide them.

The “Second Act” label is representative of branding and marketing programs that are made available to many different types of organizations under licensing and other compliant arrangements with institutions that want to understand and serve the mature adult in comprehensive and consultative ways. At no time does Second Act Financial Services receive transactional or other referral fee compensation for any financial or banking transactions.