Littleton, CO · Oak Brook, IL
Ensuring Your Legacy, Nurturing Your Future: Where Family and Finance Intersect
Experience a retirement where you are never alone, the 5280 Retirement Group way.
Welcome
Welcome to 5280 Retirement Group
This is where you can learn about wealth preservation, tax minimization and retirement income strategies, and how they work together in a plan built around your family.
You've worked hard for your money; now let it work for you.
We help you prepare for the risks that can catch retirees off guard: outliving your income, rising inflation, higher taxes and healthcare costs. Most of our clients are retirees or near-retirees with these same concerns, so you'll be in good company.
It's never too late to improve your financial situation.
Shelter · Protect · Grow
Securing your legacy, nurturing your future: where family and finance intersect.
Areas of expertise
Planning for every stage of the climb
Wealth preservation, tax minimization and retirement income planning, brought together in one coordinated plan.
The Retirement Playbook
Our family-focused 5-step process
A clear path from first conversation to ongoing guidance, designed around wealth preservation, tax minimization and income planning.
- 1
Step 1
Initial Discovery Meeting
We start by listening. You share your goals, concerns and what a good retirement looks like for your family, and we gather the information we need to understand your full picture.
- 2
Step 2
Evaluation
We review your income sources, investments, taxes, insurance and estate documents to identify gaps, risks and opportunities that may be worth exploring.
- 3
Step 3
Design & Implementation
We present a written plan in plain language, walk through the reasoning behind each recommendation, and help you put the pieces in place at a pace that feels comfortable.
- 4
Step 4
30-Day Review
About a month after implementation, we meet again to confirm everything is set up as intended and answer any questions that have come up.
- 5
Summit · Step 5
Continuous Progress Reviews
Life, markets and tax laws change. We meet regularly to review your progress and adjust your plan so it keeps pace with your life.
As featured in
Michael Knox in the media
Our team
The people behind your plan
Events & seminars
Learn with us, in person or on demand
Complimentary workshops on Medicare, taxes and retirement income.
Colorado · Complimentary
Avoid Medicare IRMAA Fees: Free Workshop
The Conference Center at RidgegateColorado · Complimentary
Retirement Dinner Seminar
Ruth's Chris Steak House
Education
Financial white papers
Download and start reading instantly.
Complimentary review
Will Your Retirement Tax Bill Be Too Big? Schedule Your Phone or Virtual Review With Us
A relaxed conversation about where you are today, what concerns you, and the strategies that may help. It's never too late to improve your financial situation.
Free estimator
Retirement Tax Bill
Estimate how much you may owe in taxes over your retirement.
Try the estimator