One flat fee. All the financial advice you need.
Would you agree to buy a plane ticket before you knew the price? Probably not. Should you work with a financial advisor before you know exactly what you’re getting and the cost for those services? We don’t think so, either. That’s what makes 5280 Associates a different kind of financial practice: You know the full menu of services available to you and the exact price beforehand. Regardless of where you invest or how financially savvy you consider yourself to be, the team at 5280 Associates is ready to be your advocate, working in your best interest as we develop a comprehensive financial game plan that works for you.
One flat fee. All the financial advice you need.
Would you agree to buy a plane ticket before you knew the price? Probably not. Should you work with a financial advisor before you know exactly what you’re getting and the cost for those services? We don’t think so, either. That’s what makes 5280 Associates a different kind of financial practice: You know the full menu of services available to you and the exact price beforehand. Regardless of where you invest or how financially savvy you consider yourself to be, the team at 5280 Associates is ready to be your advocate, working in your best interest as we develop a comprehensive financial game plan that works for you.
Transform your money questions into a financial plan
How should I take Social Security?
We have tools that analyze and help maximize every option on the table, including Social Security.
What about taxes?
Instead of crossing your fingers once a year, set yourself up for a lifetime of ongoing tax optimization with a smart tax strategy.
How should I set up employer benefits?
Overwhelmed with options? We’ll help identify the options that dovetail with your financial strategy most effectively.
Have I saved enough for retirement?
Learn how purposefully assembled investment and withdrawal strategies can help provide decades of confidence and prosperity later on.
Am I saving enough?
There’s no single magic number. Instead, we focus on connecting today to the future you want to build.
What happens if something happens to me?
Estate planning and proper insurance coverage is most effective (and gives a sense of reassurance) when it’s set up before you need it.
What does retirement look like?
It’s so much more than golfing and sleeping in. We help you explore the many nuances.
Can I afford college?
Funding a college education is an achievable goal with a variety of ways to get there. Let’s find the best route for you.
How do I pay off debt?
By starting today. Our expertise goes beyond numbers—we’re also here to help motivate you to stay on track!
RECENT INSIGHTS FROM OUR BLOG
Equity Compensation: What is a Stock Option, Employee Stock Ownership Plan, Employee Stock Purchase Plan, and a Restricted Stock Unit?
In today’s day and age, many large, publicly traded companies are offering equity as compensation. This means that the employees have the option to use different stock programs to generate compensation for themselves. This also helps tie employees to the greater cause...
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Interested in Investing in Real Estate Investment Trusts? Here is What You Need to Know.
Approximately 145 million people in the US are invested in a Real Estate Investment Trust, or a REIT. REITs typically provide high dividend yields- which make them a fine choice for investors looking for some extra income or who reinvest their dividends. So, what are...
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A Few Things to Consider Before Investing in Bitcoin
Bitcoin and other forms of cryptocurrency used to be regarded as an investment for day traders only. Today, it is gaining interest, creating many questions for investors. Some investors look to Bitcoin as a way to protect their portfolio from inflation and currency...
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Retrieving Your Thrivent Brokerage Account (National Financial Services) Tax Documents
Your Thrivent Brokerage Account tax forms can be accessed through Thrivent Wealthscape Investor. This is a different log in than PKS Wealthscape investor. If you do have accounts through PKS, make sure you use your Thrivent-specific log in. When you are in the portal,...
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Retrieving Your Thrivent Mutual Fund Tax Documents
Your Thrivent Mutual Fund tax documents can be found at Thrivent.com. Please note that Thrivent plans on generating another wave of tax documents around mid-February. If you do not see your tax documents the first time logging in, they may not be available just yet....
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Retrieving Tax Documents for Your Purshe Kaplan Sterling (PKS) Accounts
Tax forms are accessible online at pksinvest.com through Wealthscape Investor. Instructions: Go to pksinvest.com. In the upper left, click on Login. Choose Client Login. Click on Login to Wealthscape Investor. Sign in with your username and password. If you forgot...
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