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!

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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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