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.

5280 Associates Team - Flat Fee Wealth Management and Financial Advisors

Transform your wealth management questions into a financial plan

How should I take Social Security?

Our financial advisors have tools that analyze and help maximize every option on the table, including Social Security. Check out a solid Social Security strategy.

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?

Work with our financial advisors to create purposefully assembled investment and withdrawal strategies that provide confidence and prosperity for years to come. Check out our blog: How Much Do I Need to Save to Retire?

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!

Ready to Get Started?

Start Flat Fee Wealth Management with your Denver Financial Planners.

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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...

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Latest Office News from Your Denver Financial Advisors

Elevate Webinar Series: Market Commentary with Ted Kouba

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...

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2022 Holiday Office Closures

2022 Holiday Office Closures

Our offices will be closed on the following dates in 2022. Please note that we cannot process service requests on market close holidays. We will process these requests on the following business day. Our service team will monitor emails and voicemails if the market is...

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