Our Retirement Playbook
Our Family-Focused 5-Step Process
A clear, repeatable path designed around wealth preservation, tax minimization and income planning.
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.
Why us
Why Choose 5280 Retirement Group
Family-focused
We plan for the people you love, not just the accounts you own.
Education-first
We explain the why behind every recommendation, so you can decide with confidence.
Coordinated
Income, taxes, protection and legacy are planned together, not in silos.
Never alone
Regular reviews mean you always have a team to call when life changes.