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Our Services & Flat Fee Only Model
Our services are designed to maximize your retirement lifestyle, while minimizing your taxes and fees. We provide tax efficient retirement planning and investment management services for a flat fee. Contact us today to learn more.
Whether you're a few years from retiring, transitioning into retirement, or already retired, we'll help you navigate your way to a comfortable and secure retirement.
Tax efficiency is an essential component of our retirement planning process. We include tax minimization strategies in all aspects of our services and employ a thoughtful approach intended to maximize your after-tax income throughout your retirement.
You want your investments to reflect your values and future needs, but you may not know where to start. We’ll help you implement a low-cost, broadly diversified investment portfolio that’s tailored to your unique goals.
Compensated ONLY by you, our client, directly and transparently. We don't accept commissions from anyone and we won't sell you any products. Our goal is to create long-term relationships built on trust and objectivity.
Discover Our Difference ... and the Benefits for You
No two financial advisors are the same. There are several qualities which sets Staib Financial Planning apart … and the value they provide you.
Specialized
Personalized
Comprehensive
Expertise
flat Fee-Only
Fiduciary
Independent
Credentialed
Paul Staib, CFP®, RICP®
Meet Your Advisor, Paul Staib
Paul Staib, Certified Financial Planner (CFP®), RICP®, is an independent Flat Fee-Only retirement planner. Staib Financial Planning, LLC provides comprehensive, tax-efficient retirement planning, and investment management services for a flat fee to help clients achieve their personal financial goals.
Staib Financial Planning, LLC serves clients as a fiduciary and never earns a commission of any kind.
Our offices are located in 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, and surrounding communities. We also work with US based clients virtually.
