Ted Kouba
Executive Director of Financial Planning and Investment Operations at 5280 Associates at 5280 Associates
Based in Denver, United States
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Seniority
Other
Department
Other
Location
Denver
Industry
Financial Services
Company size
6
Contact information
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t•••••••@5280associates.com
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Background
About Ted Kouba
As Executive Director of Financial Planning and Investment Operations, I help lead a dynamic team of financial professionals who share my passion for developing custom financial plans. Our plans incorporate strategies that focus on helping you make the most of your money, and are designed to provide clarity on where you are relative to your goals, and how they may be attained more efficiently. At 5280 Associates we want to help you reach a place where you feel confident you have saved enough for yourself and what matters most – your core values and future ambitions. The financial planning process at 5280 Associates starts with a simple meeting to learn more about you - your concerns, goals and values. From there, we discuss services we offer, options for your plan, and fees. With a financial plan in place, you have the option to work with 5280 Associates or implement your plan elsewhere. Our team specializes in many areas, including the following-Investment Strategies -Alternative Investments (Private Equity, Private Credit, Real Assets, Hedge Funds)-Retirement Planning -Retirement Income Distribution -Employee Incentive Plans -Estate Analysis and Planning -College Planning -Tax Planning -Tax efficient saving and investing -Tax efficient charitable gifting strategies -Life, Disability Income and Long Term Care Insurance As an independent practice of Thrivent Financial, a Fortune 500 financial services membership organization, 5280 Associates shares the common mission of helping people be wise with money while positively impacting our local community. It’s a life-impacting mission that we are honored to be part of. My wife and I have lived in Colorado for over 20 years, and enjoy skiing, hiking in the mountains, as well as biking around the Denver area’s exceptional greenways. We are Blessed with three great kids, and occasionally leave the state to visit them, or enjoy a dive trip.
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