Services - 2050 Capital - Financial Planning Services - South Carolina

Services & Offerings

We don't write plans for people similar to you, we write personal financial plans custom tailored to your needs, priorities, and goals.

Investment Planning

Creating a strategic allocation to various financial instruments to achieve your specific financial goals.
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Financial Planning

We provide fee-only comprehensive financial planning to design plans tailored to your specific goals and objectives.

Retirement Planning

Alongside your comprehensive financial plan, we manage your retirement accounts as well as create cash flow forecasts for your retirement.

Estate Planning

Ensuring the correct estate planning documents are in place to distribute your assets in line with your wishes while also making sure any minor children have the proper legal guardians.

Education Planning

We help strategize the most efficient way to pay off any educational debt and fund education goals for your children.
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Employee Benefits

Reviewing your employer’s benefits package to provide recommendations on the most suitable options for your current and long-term needs from insurance to employer sponsored investments.

We are here to help

As a fee-only comprehensive financial planning firm, we provide holistic guidance and unwavering support.

© Twenty Fifty Capital. 159 Civitas Street, Suite 209, Mount Pleasant, SC 29464. All rights reserved.