Privacy Policy

5280 Retirement Group

We may collect non-public personal information such as:

• Full name, address, phone number, email
• Date of birth and Social Security number
• Financial account balances, investment history, and income
• Tax documents, insurance policies, and retirement account details

This information is collected through account applications, financial planning meetings, client questionnaires, custodial partners, and third-party service providers.

We use your personal information to:

• Deliver financial planning, retirement, and investment advice
• Open and maintain investment or custodial accounts
• Communicate with you about services, statements, and updates
• Meet regulatory and legal obligations

We do not sell your information. We may share limited information only with:

• Trusted service providers such as custodians, broker-dealers, technology vendors, and compliance consultants
• Regulators or government agencies when legally required

All third parties are obligated to protect your data and use it only for permitted purposes.

We employ a combination of administrative, technical, and physical safeguards to protect your information, including:

• Secure data storage and encrypted communications
• Access limited to authorized personnel only
• Ongoing cybersecurity and compliance reviews

You have the right to:

• Review or request corrections to your personal information
• Limit certain types of data sharing, where applicable by law

We will provide you with an updated version of this Privacy Policy annually and whenever material changes occur.

If you have questions about this policy or how your information is used, please contact us:

5280 Retirement Group

26 W Dry Creek Circle Suite #250 Littleton, CO 80120

Phone: (720) 599-7277

Email: info@5280rg.com

Website: www.5280rg.com

This Privacy Policy is provided in compliance with the Gramm-Leach-Bliley Act (GLBA) and other applicable privacy laws and regulations.