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Legacy Planning
Legacy & Estate Planning
We will work with you to understand your risk tolerance while listening to you and understanding what your financial goals are. As independent, professional financial planners, we are not tied in with a large "wire house" institution, which means we're able to offer a universe of funds and equities to create cost-efficient and high-quality portfolios. At 5280 Retirement Group, we curate customized plans for all your financial needs.
Our goal is to create income that lasts. We help build real-life, sustainable income plans for our clients that take all factors into account. Retirement shouldn't be spent worrying about whether your money is going to last. It's supposed to be a time when you can focus on yourself and do the things you enjoy with the people you love. At 5280 Retirement Group, we'll help you get on the right path!
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9 Investment Pitfalls
To describe the last few years in the financial industry as challenging is an understatement. Patience is a virtue that will pay off in the long term. Investing and emotions don't make a great team, and viewing investments as transactional instead of emotional can help you balance ongoing changes and buffer you against turbulence and uncertainty.