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. Learn more about what the 5280 Associates model can do for you in our introductory video.

 

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. Learn more about what the 5280 Associates model can do for you in the video below.

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

How Is the Coronavirus Affecting My Market Portfolio?

Undoubtedly by now you have heard about the worldwide epidemic of the Coronavirus. 5280 Associates is monitoring the outbreak in our overall planning for our clients. While we will not have a reactionary stance during most market affecting events, it is important to...

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How Much Do I Need to Save to Retire?

Retirement is a large part of “the American Dream” for most people.  We look forward to a time when we can stop working and live out our golden years in comfort and with dignity.  If this dream exists for you, at some point you will probably stop and ask, “How much do...

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4 Key Factors to a Solid Social Security Strategy

Social security is certainly a “frequently asked question” here at 5280 Associates. It’s no wonder, as this topic affects nearly everyone, particularly those who are nearing retirement age. The most common age for people to claim social security is, by far, age 62...

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