Welcome to 5280 Retirement Group
5280 Retirement Group is where you will learn about the importance of Wealth Preservation, Tax Minimazation and Proper Retirement Income strategies. Whether you are preparing for retirement or are retired, we can help you reach your financial goals. You've worked HARD for your money, and now it's time to let your money go to work for you!
We understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions will help create a hedge against outliving your income and can help fight the impact of inflation, taxation, and rising healthcare costs. As the majority of our clients are retirees with similar concerns, we've had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future.
The Retirement Playbook
We follow a tight five-step retirement playbook to create your financial plan. The benefit of our Retirement Playbook is that it applies to any financial decision or concern you have. It helps you make informed decisions about your money based on facts and an experienced team of professionals to help guide you along the way. We take the time to thoroughly explore your needs no matter the stage of life you are in to help provide a custom-tailored solution that we continue to monitor and adjust until the end of time.
