2050 Wealth Partners
2050 Wealth Partners is a fee-only financial planning and wealth management firm that provides trusted financial guidance to booming professionals, small business owners, first-generation wealth-builders, and sandwich generation wealth-protectors. The firm focuses on serving clients to help them achieve their goals, grow their wealth, and positively impact generations to come with legacy-building strategies.
SERVICES
Cash Flow Planning
Discover how your money supports your goals and values.
Debt Management
Develop a strategy to pay off credit cards and loans.
Investment Planning
Build a diversified and low-expense investment portfolio to align with your financial objectives.
Employee Benefit Planning
Take advantage of your employee benefits.
Insurance | Risk Management
Plan for unexpected expenses or situations.
College Planning
Create a saving and investment strategy to help pay for college.
Retirement Planning
Prepare for an enjoyable retirement.
Estate Planning
Share your desires for transferring and protecting your wealth.