Paul F. Staib, CFP^®

MBA, RICP^®

Principal

Staib Financial Planning, LLC

10082 Fairgate Way
Highlands Ranch, CO 80126

+ 1 More Location

Staib Financial Planning, LLC

9233 Park Meadows Drive
Lone Tree, CO 80124

FINANCIAL ADVISOR'S WEBSITE

www.staibfinancialplanning.com

(303) 887-9633 CONNECT WITH Paul

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We’re an independent, FLAT FEE-ONLY fiduciary advisory firm; no product sales. Our retirement planning, tax planning and investment management services are offered on a FLAT FEE basis that isn’t tied solely to the size of your investable portfolio.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Retirement Planning Services

Tax Planning Services

Investment Management Services

Home Page

Locations

General

Paul Staib is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Staib Financial Planning, LLC in Highlands Ranch, CO and the surrounding communities.

Financial Advisor Overview

Staib Financial Planning, LLC specializes in providing comprehensive tax-efficient retirement planning and investment management services on a FLAT FEE ONLY basis to help clients achieve their personal financial goals. Our financial advisors are FLAT FEE-ONLY, independent professionals that you can trust to offer unbiased advice in your best interest. We provide ongoing retirement planning and investment management, as well as one-time financial planning engagements. Our offices are located throughout the south Denver metro area, enabling us to conveniently serve clients in Highlands Ranch, Littleton, Lone Tree, Aurora, Parker, Denver Tech Center, Centennial, Castle Pines, Ken Caryl and surrounding communities. We also work with US based clients virtually. Whether you’re a few years from retiring, transitioning into retirement, or already retired, we welcome the opportunity to help you navigate your way to a comfortable and secure retirement.

Financial Advisor Experience

Since 2003, Staib Financial Planning, LLC has specialized in helping clients navigate the complexities associated with transitioning to and through retirement. Our retirement planning services are designed to help you simplify the complicated, make smart and informed decisions, and avoid costly mistakes. We take a comprehensive and coordinated approach to help you answer questions such as: when can I retire, making Social Security and pension claiming decisions, which accounts to draw from and when, and how your investment portfolio should be allocated. Additionally, we have strong tax knowledge which enables us to ensure careful consideration is given to tax minimization strategies. You’ve worked hard to save for your post-career life, we welcome the opportunity to help you ensure a comfortable and secure financial future.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Retirement Income Certified Professional (RICP^®), MBA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Personal Taxes