5280 Retirement Group
Effective Date: 01/01/2025
At 5280 Retirement Group, your privacy is important to us. This policy outlines how we handle your personal and financial information and how we safeguard it in the course of providing financial advisory services.
Information We Collect
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.
How We Use Your Information
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
Information We Share
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.
How We Protect Your Information
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
Your Rights & Choices
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.
Contact Us
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 #325 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.