For One Flat Fee, Our Financial Advisors Offer All the Wealth Management You Need.
Would you agree to buy a plane ticket before you knew the price? Probably not. Should you work with financial advisors 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 wealth management team and 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 comprehensive financial planning that works for you.
For One Flat Fee, Our Financial Advisors Offer All the Wealth Management You Need.
Would you agree to buy a plane ticket before you knew the price? Probably not. Should you work with financial advisors 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 wealth management team and 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 comprehensive financial planning that works for you.
Transform your wealth management questions into a financial plan
How should I take Social Security?
What about taxes?
How should I set up employer benefits?
Have I saved enough for retirement?
Am I saving enough?
What happens if something happens to me?
What does retirement look like?
Can I afford college?
How do I pay off debt?
Ready to Get Started?
Recent Insights and Tips from our Financial Blog
Cybersecurity 101
As the reliance on the internet continues to grow, so does the need for cybersecurity. According to the cybersecurity company Norton, there are around 2,200 cyberattacks per day. In the ever-changing world that we live in, it is imperative to protect your private...
Considering Charitable Gifting for This Year’s Holiday Season? Here is What You Need to Know.
The holiday season is right around the corner! Donating to an organization can be a great way to spread cheer supporting a cause you believe in while also benefiting from a tax perspective. In this article, we will cover tax implications and strategies around five...
Our Take on Inflation: Where It’s Been, Where It’s Going, and How You Can Hedge Your Portfolio Against It
The COVID-19 pandemic was a completely unprecedented event that left our economy at a near-standstill in 2020, causing downward pressure on pricing in many different industries. Now, the economy is beginning to heat back up creating new demands for goods and services...
Latest Office News from Your Denver Financial Advisors
Elevate Webinar 4: Market Overview
In this webinar, Ted focuses on a recap of 2022 and provides us a look ahead at expectations for 2023. Download PDF
Elevate Webinar 3: Market Overview
In this webinar, Ted discusses market performance in the equity and fixed income markets for the year, Federal Reserve policy, and how expectations regarding the Fed Funds rate and inflation have shifted. Additionally, and as always, our four level elements. ...
Elevate Webinar Series: Market Commentary with Ted Kouba
5280 Associates invites you to join us next week for our first quarterly market updates webinar with our Director of Investment Management, Ted Kouba. This series will be called “Elevate” as we hope you use these calls to elevate your knowledge of the markets and your...