Twenty Fifty Capital

Quite often, people ask why we chose the name Twenty Fifty Capital. For two simple reasons. First, by the 2050 decade the largest transition of wealth in modern history will have taken place. Secondly, the majority of millennials will transition into retirement during the 2050s. Our focus is on preparing you for the transition and for after the transition. Having a sound financial plan is the key to success. We provide fee-only, comprehensive financial planning services to help individuals and young families prepare for tomorrow, starting today. When you hire Twenty Fifty Capital, you hire a fiduciary - someone who has both a legal and ethical duty to act solely in your best interest. From budget management to risk management, from retirement planning to college planning, we will stay committed to your unique needs and work to our utmost ability to meet your every goal. We don't write plans for people similar to you, we write personal financial plans custom tailored to your needs, priorities, and goals. A good financial plan is a "living" plan that adjusts with the client's course of life. No matter how many assumptions and predictions we attempt to make, it is more likely than not they will change drastically over the course of your life. So, we focus on what we can control: living within your means, implementing a realistic savings plan, and maintaining a low-cost, diverse portfolio invested for the long-term. Schedule your free consultation today by visiting https://twentyfiftycapital.com/schedule

网站

https://www.twentyfiftycapital.com

Twenty Fifty Capital的外部链接

所属行业

金融服务

规模

2-10 人

总部

Mount Pleasant，South Carolina

类型

私人持股

创立

2015

领域

Financial planning for millennials、financial planning for gen y、financial planning for young professionals、financial planning for young couples、student loan analysis、financial planning for small business owners、cash flow planning、goal setting、investment management、30- somethings、40-somethings和fee-only fiduciary